Our last podcast of the year is a conversation with Karim Khairallah, Managing Director and co-portfolio manager of the European Principal Group within Oaktree Capital Management.
In this conversation, Richard and Karim explore a number of current themes in Private Equity and in particular how the Covid-19 pandemic has impacted both the opportunity set and the industry.
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Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted...
The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors....