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Webinar

The Economic Trends That Will Shape 2023 and Beyond

Dr. Nouriel Rubini, Chairman of Rubini Macro Associates LLC, was hosted by Naji Nehme, CFA, Chief Investment Officer at Petiole Asset Management AG, for a discussion inspired by his latest book, Mega Threats. The webinar covered global markets and economics, artificial intelligence, Cold War 2.0 investing, and more. Below are the highlights of the discussion.

50-min video
Dec 22 2022
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Private Equity

The future of Private Markets investment

In recent decades, investing in public markets in a traditional 60:40 portfolio (60% public equities and 40% public bonds) has delivered solid returns, capable of meeting the needs of most investors. However, this has not always been the case. During the period from 1972 to 1982, the 60/40 portfolio underperformed simply holding cash by 5.6% per annum.

4 MIN
Dec 22 2022
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Private Debt

The Case for Private Debt: What, Why, and How

While Private Equity and Real Estate receive the most attention, the third largest alternative asset class - Private Debt - should not be overlooked.

4 MIN
Nov 13 2022

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