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December 11, 2024

Examining Tariff Policy Impacts on Private Fund Contribution Rates

Examining Tariff Policy Impacts on Private Fund Contribution Rates Recently we examined the impact of Latin America presidential elections—which carry presumptions…

November 21, 2024

Comparing Public and Private Market Performance: Does Geography Matter?

Comparing Public and Private Market Performance: Does Geography Matter? We’ve often analyzed various index returns in the public and private…

October 14, 2024

Changing Fortunes: Tracking 20 Years of Returns Across Credit and Venture Capital

Changing Fortunes: Tracking 20 Years of Returns Across Credit and Venture Capital  Last month, the Federal Reserve announced its first…

October 3, 2024

Introducing Cobalt Comment Threading

Say hello to streamlined Portfolio Company communication, and goodbye to notification overload. Whether you manage tens or hundreds of portfolio…

September 17, 2024

Measuring Momentary Impacts of Latin America Presidential Elections on Public and Private Markets

Measuring Momentary Impacts of Latin America Presidential Elections on Public and Private Markets Investors often look at the future economic…

August 9, 2024

Going for Gold: Assessing the Strongest Investment Strategies In Western Europe

Going for Gold: Assessing the Strongest Investment Strategies In Western Europe With the eyes of the world on Paris for…

August 6, 2024

Tracking Private Market Investments in Natural Resources Through the Evolving Regulatory Environment

Tracking Private Market Investments in Natural Resources Through the Evolving Regulatory Environment Recent months have seen temperatures rise between Exxon…

June 24, 2024

Chart of the Month: June 2024

Silicon Safari: Examining the Trajectory of Sub-Saharan Investment Trends In May, the US hosted Kenya President William Ruto as part…

June 24, 2024

How Five Points Capital Assesses the Exposure and Returns of a Complex Portfolio with Cobalt Portfolio Monitoring

CLIENT CASE STUDY   How Five Points Capital Gained Efficiency and Accuracy with Cobalt In this case study, Patrick O’Rourke,…

May 20, 2024

Chart of the Month: May 2024

Derivative Charts: Plotting the Growth of the Alternatives Market Following up on last month’s chart and the exploration of our off-platform data…

April 19, 2024

Chart of the Month: April 2024

Surge Pricing: Examining the Ability to Adjust North America Infrastructure Investing on a Short Timeline The state of Infrastructure investing…

March 18, 2024

Chart of the Month: March 2024

Law of Averages: Comparing 3 Decades of Commitments Among Buyout, Venture Capital, and Credit Funds In private markets, we regularly…