Key topics within the most-read blogs published between July 1 and September 30 include warning signs in private markets, positioning for Fed pivots, testing latest AI tools in research and portfolio construction, and strengthening governance and philosophy to stay resilient amid uncertainty.
- Resilience to predictions: Whether responding to Fed timing, inflation expectations, or market cycles, this quarter’s hottest blogs emphasize portfolio durability, diversification, and structural strength amid uncertainty.
- Smarter use of metrics and tools: From capital deployment aspects in private equity to ML-driven portfolio construction and personal GPTs for research, investors are rethinking the way in which they measure, analyze and act on information.
- Integration of macro, technology and governance: Today’s investment advantage comes from combining macro context, technological innovation, disciplined governance and coherent philosophy to deliver consistent long-term results.
Cash, bonds and gold have their benefits, however the disadvantages may be serious, writes Pim van Vliet, PhD. Stocks of firms with low volatility and earnings that may grow with inflation can lag in bull markets but have a history of cushioning declines and potentially providing long-term returns. When integrated well right into a portfolio, they’ll reduce downside risk without relying solely on bonds.
Baridhi Malakar, PhD, explains how you can arrange a practical, privacy-preserving AI research assistant in an open source environment. The advantage is a secure, cost-effective and fast method to analyze 1000’s of pages in seconds as a part of the research process, while maintaining governance and IP protection.
Xavier Pintado, PhD, and Jérôme Spichiger, CIIA, argue that personal equity firms’ performance metrics don’t include idle capital, which may be significant. More precise metrics include the Capital Deployment Factor (CDF) and the Orbital Assets Method (OAM), which treats investor capital holistically and achieves results comparable to those of public markets.
Looking ahead
Together, these Q3 blogs show how investors are adapting to a rapidly changing environment, learning from past rate of interest cycles, experimenting with AI and machine learning in research and portfolio design, and reinforcing the worth of resilient, well-managed investing approaches. In a world characterised by political change and technological disruption, adaptability based on a sound philosophy stays the best advantage for investors.
