February 03, 2025

CAIA Association

Chartered Alternative Investment Analyst Association®

Infrastructure Investments for Institutional Investors

By Andreas Rothacher, CFA, CAIA Head of Investment Research, Complementa AG
& Janick Rensch, Head of the Infrastructure Competence Center, Complementa AG

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CAIA Association

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CAIA Association

Democratizing a Solution FOR 401(k) Investors

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CAIA Association

From Passion to Portfolio: How SWFs are Turning Sports Clubs into a New Asset Class

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Aug 18, 2025

CAIA Association

The End of Easy

By Jacob Miller, Chief Solutions Officer, Opto Investments The Greatest Tailwind Ever Told U.S. equities haven’t just been good for the last 40 years—they’ve been gift-wrapped, thanks to three macro forces that lined up like a NASA launch window: ...

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In Defense of Boring: The Case for Camry-Grade Investing

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Aug 04, 2025

CAIA Association

Tech, Trust & Tangible Assets: A New Efficient Frontier for Pensions

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Jul 28, 2025

CAIA Association

A Blueprint for Total Portfolio Allocation with Private Assets

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CAIA Association

A Framework for Cryptocurrency Trading

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CAIA Association

Venture Capital’s Dissonance Phase: An Opportunity to Rethink & Rewrite the Next Chapter

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CAIA Association

Asset-Based Lending: Coming of Age in the 2020s?

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CAIA Association

Strategic Asset Allocation: Practical Considerations for Alternative Investments

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CAIA Association

One Big Beautiful Bill (“BBB”)

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC While clever headlining (at least IMHO!) has been a hallmark of this newsletter, some matters are just too important to be subjected to whimsical double entendres. Continue ...

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CAIA Association

Next is Here: What Has Investors Excited (And Quietly on Edge)

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CAIA Association

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CAIA Association

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CAIA Association

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CAIA Association

Beyond the Divide: The Value Continuum

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CAIA Association

A Bit Perplexed by Perplexity

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CAIA Association

Time to Fire the Wizards

By Marko Papic, Chief Strategist, BCA Research & Author of Geopolitical Alpha Continue reading

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CAIA Association

The Evolution of Impact Investing: Aligning Financial Returns with Positive Change

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CAIA Association

How Much Could the Trade War Affect American Corporate Profits?

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May 15, 2025

Non-US Equity Markets in July: A Closer Look at Shifting Regional Dynamics

Sponsored By Diamond Hill

Global markets showed a mixed picture in July. From Taiwan's tech-led strength to Europe's patchy performance and Latin America's headwinds, our commentary explores the shifting dynamics shaping non-US equities. (3 min read)

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