
6 Reasons to Avoid Hedge Funds
While most people will agree about holding traditional assets like stocks and bonds in their portfolios, hedge funds are more controversial. I generally recommend sticking to stocks and bonds. This…

Decades in a Week: Germany’s Fiscal Breakthrough and Its Global Impact
The past week marked a watershed moment for the eurozone, potentially signaling a fundamental shift in European economic policy. The coalition set to assume power in Germany announced a massive…

Are You Investing in a Fad or a Future Market Leader?
“In investing, only some roads lead to Rome – others just take you in circles” Investing in consumer products requires distinguishing between passing fads and sustainable market leaders. Some companies…

How Do Shareholder Loans and Intangible Assets Impact PE Financials?
Private equity (PE) ownership fundamentally reshapes a company’s financial profile, but understanding the true implications requires a deeper dive into balance sheet mechanics. This final installment in my three-part series…

Modeling Climate Risk in a Changing World
Climate risk has emerged as one of the most formidable challenges of our time, affecting economies, financial systems, and societies at large. From rare catastrophic physical events to sudden shifts…

The Smartest Thing I Ever Did: Women on Life-Changing Decisions
What’s the smartest thing you ever did, and how did it impact your financial future? For International Women’s Day 2025, I interviewed 27 women and 27 men from diverse backgrounds…

Embracing Opportunities: Women in Wealth Management on International Women’s Day
As we celebrate International Women’s Day, it is essential to reflect on the strides made by women in various sectors, particularly in wealth management, a field that has historically been…

Embracing Opportunities: Women in Wealth Management on International Women’s Day
As we celebrate International Women’s Day, it is essential to reflect on the strides made by women in various sectors, particularly in wealth management, a field that has historically been…
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Modeling Climate Risk in a Changing World
Climate risk has emerged as one of the most formidable challenges of our time, affecting economies, financial systems, and societies at large. From rare catastrophic physical events to sudden shifts…