This is a sister publication to Guide to the Markets, delivering insight on macro topics like fundraising and manager dispersion, while also diving into real estate, infrastructure & transport, private credit, private equity and hedge funds in detail.
Most investors seem to agree that technological adoption looks set to continue, but more and more we see people questioning the price they are paying for this exposure.
While a variety of different input costs have been rising, a shortage of semiconductors has led to tight supply and demand dynamics around the world.
Regardless of one’s personal view, digital assets and cryptocurrencies are becoming an increasingly large part of the global financial system. As such, more and more investors are asking how they should think about them as both investments and currencies.