SVB, Circle and the Fed walks into a bar...
The fall of Silicon Valley Bank sent shockwaves through the crypto ecosystem, significantly impacting USDC. This incident underscores the interconnectedness of traditional finance and the crypto world.
China's Mutual Fund Boom: A Tale of Misaligned Incentives
As China's mutual fund market booms, a shift in focus from maximizing investor returns to selling new products emerges, highlighting a potential issue of misaligned incentives.
The Financialization of Music: A New Asset Class Emerges
By turning music into a tradable asset class, Clouty™ offers a unique avenue for investment and risk hedging, capitalizing on the trend of buying music rights as a source of steady cash flow.
The Petrodollar's Influence: From Cristiano Ronaldo to Global Finance
The rise in petrodollars, as seen with Saudi Arabia's wealth, significantly shapes global finance and sports, driving high-profile football transfers and investments into tech giants.
A Tale of Recession: 18th Century Mississippi Bubble and the 2022 Economy
The global economy may seem on the brink, but to comprehend why booms, inflation, and recessions recur, we need to delve into history. The 1715 French bubble offers valuable insights.
The Intricate Dance between Public and Private Markets: A Blackstone Case Study
Blackstone's BREIT, despite its success, has been susceptible to investor redemptions amid market downturns, highlighting the complex dynamics between public and private markets.
The Challenge of Valuing Private Debt: A Look at H2O Asset Management
Valuing private debt is subjective, and as demonstrated by H2O Asset Management's dealings with bonds linked to financier Lars Windhorst, it can lead to significant exposure to illiquid debt.
About Green Bonds and Greenwashing
Hong Kong is becoming a leader in green bond issuances, but rising concerns of greenwashing challenge the integrity of these environmentally-oriented investments.