The Paper Trail
I’m trying something new here on the blog. I know the last thing the world needs is another link-fest…but I’m going to put my spin on one anyway!
Each month, I am going to compile and share some the most interesting, thought-provoking and informative white papers, investment research and market commentaries that I come across from asset managers, investment consultants, research firms and academia. I’ll intro each piece with the primary question the authors aim to explore and/or answer. I’ll also include the best visual or chart. Lastly, I’ve bucketed them into two categories, sorted by estimated reading time – “bps” for the shorter ones and “pieces” for the longer ones.
Let me know if you like the format and hit me up on Twitter if you have any suggestions for future editions.
“bps” (reading time < 10 minutes)
What are the trade-offs between various investment approaches designed to protect against equity selloffs?
“pieces” (reading time > 10 minutes)
Is alternative credit changing the landscape of how tech-enabled businesses are financing their growth?
Assets-as-a-Service: Credit Investors’ Role in a Transforming Economy (Magnetar Capital)
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