Alternative Quarterly Commentary – Q3, 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
23
10, 2025
21
07, 2025
Alternative Quarterly Commentary – Q2 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
18
07, 2025
The Weekly Beacon July 18, 2025
Nvidia, AI boom, China, Global trade, tariffs, Tesla, Elon Musk, Inflation, Tariffs, Kenvue, Consumer staples, Housing market, Real estate, Home prices, CPI
22
05, 2025
MAAM Research Meeting May 22, 2025
Alternative assets, Real estate, Supply chain management, Platinum, Crude oil, Argentina
3
04, 2025
The Weekly Beacon April 4, 2025
Nasdaq-100, Valuations, OpeAI, Cybersecurity, Real estate, Manhattan, AI, CoreWeave, IPOs, AI
3
04, 2025
MAAM Monthly Market Update April 2025
April Update: Technical indicators, S&p 500, TSX 60, Markets, Real Estate, Private Equity, Tariffs, U.S. dollar, Inflation expectations.
6
02, 2025
MAAM Monthly Market Update February 2025
February Update: Technical indicators, Nasdaq, Dow Jones, Copper, Gold, Real estate logistics, Bridge Investment group, Downside protection
23
01, 2025
Alternative Quarterly Commentary – Q4 2024
Election, interest rates, private companies, private real estate, exits in private equity, hedge funds, alternative assets
28
10, 2024
Alternative Quarterly Commentary – Q3 2024
Elections, private real estate, exits in private equity, hedge funds, alternative assets
21
08, 2024
The Monthly – July 2024
Behavioral investing, Crowded trades, Canadian Pension plan, Real estate haircuts, Private real estate, pension plan results, Valuations, Markets, Equity indices, Currencies, USD
