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Some of the most important new sources of credit are being built around assets that rarely appear in conventional

Credit is increasingly being provided by a wider range of institutions than traditional banks and the assets supporting that

For decades, global investors have relied on a relatively simple framework for allocating capital: developed markets offered stability, liquidity

Markets are usually explained through a familiar chain: interest rates, inflation, earnings and valuations. Yet beneath those variables sits

For much of modern economic history, investors could assume that a growing population would provide a natural tailwind to

The price of capital has become an investment variable again. After years in which investors had little choice but

Some of the most consequential investment opportunities of the next decade may sit behind the systems economies cannot function

Scarcity is increasingly becoming a capital-allocation issue, not simply an environmental one. Water rights investing sits at the intersection

Artificial intelligence is often described as a software revolution, yet the industry’s biggest investment opportunity may lie elsewhere. Behind
