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Rethinking the Institutional Mandate: A Compilation from Enterprising Investor

Institutional investors are operating in an environment where traditional approaches are...
Investing

When the Equity Premium Fades, Alpha Shines

For more than a century, the equity risk premium (ERP) —...
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The Missing Link in Cross-Border Healthcare M&A: Finance-Led Integration

Cross-border healthcare M&A is gaining momentum in 2025, though policy shifts...
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Editor’s Picks: Top 3 Book Reviews of 2024 and a Sneak Peek at 2025

The brief descriptions below are of my three favorites among the...
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Resilience Is the New Alpha: Rethinking Risk in a Fragile World

ESG investing was built for a world that mostly behaved. The...
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Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks

Asset owners have dramatically increased their allocations to private markets over...
Investing

Research and Policy Center Top 10 Articles from 2024

In this Research Foundation book, edited by  Alfonso Ricciardelli, CFA, and Philip...
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Thunder Hoodie Finance is a blog website dedicated to covering the latest trends, insights, and news in the world of finance. From market analysis to personal finance tips, we provide valuable content to help you stay informed and make smarter financial decisions.

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Tariffs and Returns: Lessons from 150 Years of Market History

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