A research newsletter from Tristan Capital Partners' chief investment strategist covering macro conditions, capital flows and their implications for European private markets and commercial real estate. Readers get short market commentary that synthesises outside research with the firm's own investment positioning.
Website: https://www.therealityofrisk.com/
Independent analysis of how changing capital markets affect investor confidence, delivered as multi-part series on themes like private capital options and AI financing resilience. Each series offers a lead analysis followed by perspectives for founders, boards, and investors.
A private-markets newsletter that explains capital flows, valuations and the financing of AI infrastructure in plain English, with charts and sourced data. It helps founders and investors understand how public and private market conditions affect each other.
A newsletter for sophisticated Asian investors covering alternative assets such as private markets, art, wine, whisky, watches and collectibles. Recent issues combine fund-terms data, forum takeaways and regional fundraising news, flagging where global findings may or may not apply to Asia-Pacific allocators.
Theschicht publishes long-form explainers on personal finance, private markets and the technology behind money and markets. Readers get structured guides on topics such as private credit, AI-driven data center financing and building a written financial plan.
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