EU Venture Capital

Churchill builds out investor solutions and research teams with three hires

L-R: Michael Pond, Brett Graffy, and Peter Repetto at Churchill Asset Management Churchill Asset Management appointed Michael Pond as senior investment strategist, Brett Graffy as investment strategist, and Peter Repetto as head

3 months ago

Investment Insights

Here’s the Deal: CyrusOne | KKR

People often talk about “the cloud” as if it’s floating somewhere above us. But the cloud lives inside four walls—in the data centers that power our digital lives. At KKR, we’ve been

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Investment Insights

How Does War Impact Equity Markets?

Geopolitical shock has been driving financial markets since the US and Israel launched attacks on Iran at the end of February. Energy prices spiked, as did stock and bond market volatility, amid

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Investment Insights

Medical Technology Stocks: Innovation Endures as Valuations Reset

Many medtech firms are more like technology or consumer businesses than classical drug developers. In subindustry segments such as therapeutic devices, surgical tools and diagnostics (Display, above), companies build out installed bases

3 months ago

Investment Insights

Medical Technology Stocks: Innovation Endures as Valuations Reset

Many medtech firms are more like technology or consumer businesses than classical drug developers. In subindustry segments such as therapeutic devices, surgical tools and diagnostics (Display, above), companies build out installed bases

3 months ago

Investment Insights

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3 months ago

Investment Insights

Why Today’s Heightened Dispersion Suits a Systematic Approach

When bond markets exhibit wide credit-spread dispersion, look to a systematic approach to generate alpha. Today’s credit markets look deceptively dull: while average spreads are tight, dispersion across issuers is unusually wide.

3 months ago

Investment Insights

Why Private Infrastructure in 2026

As Raj Agrawal notes in his 2026 Infrastructure Outlook, we are operating in a world of more persistent inflation, greater macro and geopolitical volatility, and rapid technological change. In this Regime Change

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Investment Insights

India Venture Capital Report 2020

Executive summary Even in the face of global economic uncertainty, 2019 was the second-most active year globally for venture capital (VC) investments in dollar value. It was a milestone year for the

3 months ago

Industry Trends

Churchill adds seasoned investment expertise

L-R: Michael Pond, Brett Graffy, and Peter Repetto at Churchill Asset Management Churchill Asset Management appointed Michael Pond as senior investment strategist, Brett Graffy as investment strategist, and Peter Repetto as head

3 months ago

Investment Insights

US added 228,000 jobs in March as economy showed strength in buildup to Trump trade wars

Churchill builds out investor solutions and research teams with three hires

Here’s the Deal: CyrusOne | KKR

How Does War Impact Equity Markets?

Medical Technology Stocks: Innovation Endures as Valuations Reset

Medical Technology Stocks: Innovation Endures as Valuations Reset

Access Denied

Why Today’s Heightened Dispersion Suits a Systematic Approach

Why Private Infrastructure in 2026

India Venture Capital Report 2020

Churchill adds seasoned investment expertise

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