Insights and perspective from Oxford’s Investment Management Group, the Oxford Investment Fellows® and other Oxford thought leaders.
An Era of Policy ShocksWe are witnessing a historic inflection point in global trade policy. In recent weeks, the US administration has enacted sweeping tariffs—raising
The global markets in 2024 presented a complex landscape for investors, shaped by geopolitical tensions, evolving monetary policies and divergent economic trajectories. Inflationary pressures and
It is well documented that investors’ behavioral biases negatively impact their returns over time. Morningstar publishes an annual report which helps quantify just how harmful
A core premise of private equity is that once the General Partner (GP) has executed their value-creation plan and stabilized the business at a larger
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