value and opportunity

The Bain Private Equity Report and the corresponding material is a must read for anyone interested in the space (in short: The industry is undergoing a very difficult time)

An interesting overview of listed UK Infrastructure Trusts

KKR thinks that empathic leaders do better

NEDAP, a Dutch tech company looks kind of weird but interesting

A very sobbering look from Apollo into the impacts on tariffs on the US Economy

Thomas Pueyo on why Canada is so sparsely and unevenly populated

Klement on Investing explores why Germans are so bad at (stock) investing