Notes from the Gulf: capital outbound, capital with a thesis
Why Gulf families and sovereigns are not just deploying outward but increasingly deploying with a long-duration thesis attached, and what that means for who gets the call.
Asian family offices and the generational handoff
Observations from the Asia desks on succession structures, governance choices, and asset-mix rotations as principal capital moves between generations.
Direct lending after the spread compression
Where return remains in private credit after two years of margin compression, and how we are reconfiguring underwriting at the firm.
Long-duration real assets in a higher-for-longer regime
Why long-duration capital continues to rotate into real assets despite elevated discount rates, with a focus on energy transition and digital infrastructure.
Building for the long wave
Reflections on nearly a decade of compounding capital. The disciplines that endure when markets do not.
Sharia-compliant private credit at scale
A framework for evaluating Sukuk, murabaha-backed structures, and halal private credit at institutional scale.
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