What's on our mind for 2024?

The Grim REPO: a looming market crash?

The world of finance is often marked by waves of optimism and enthusiasm, followed by periods of doubt and apprehension. As we find ourselves in the latter part of 2023, a foreboding shadow looms over the global financial markets, casting doubts about the sustainability of the economic recovery and raising...

Six reasons why we think EM may outperform DM in the next decade

Unless you are deep in the woods of it, like we are, you may be forgiven for not having noticed that Emerging Markets (EM) have outperformed Developed Markets (DM) year-to-date (YTD). Investors and the financial media alike have ignored EM for the last decade, and perhaps rightly so, as it...

The Hedge Fund Journal: Trium Capital 'Championing Emerging Managers'

"The barriers to entry for emerging managers are very high. We identify talented managers, and help them to launch, using economies of scale to reduce the barriers." Shenan Dhanani & Donald Pepper, Co-Heads of Trium Capital, explain how they champion emerging managers in the March 2020 edition of The Hedge...