Iran, Energy Markets, and the Discipline of Historical Perspective 

The recent U.S. and Israeli strikes on Iran represent a serious geopolitical development with direct implications for energy markets and global risk assets. As investors, however, the most productive response is not alarm but context. Markets have confronted similar moments before. What ultimately matters is not simply the headline event, but the transmission mechanism: energy prices, inflation expectations, […]

The Big Tradeoff

Curiosity around private markets are growing—and so is the noise. In our latest blog, we break down illiquidity and due diligence.