Supreme Court Ruling Highlights Fed Autonomy Risk for Global Capital

A Supreme Court decision on a Fed Governor highlights central bank independence concerns.

Abu Dhabi Invests Billion in Macro Fund, Long View on Value

A macro hedge fund secured $1 billion from Abu Dhabi, indicating strong allocator interest.

Unlocking True Value: Focus on Free Cash Flow Amid Market Noise

While market narratives often distract, robust free cash flow generation remains the ultimate arbiter of intrinsic value.

Capital Structure Bottleneck for AI

Hyperscalers face significant AI infrastructure deployment delays due to capital allocation issues.

Private Equity Acquires Intertek: A Market

EQT's £9.3 billion acquisition of Intertek Group Plc highlights a persistent valuation gap.