Commentary
Opinion and editorial perspective.
Reframing the Debt Ceiling as a Strategic Asset
A contrarian view: periodic crises may serve a stabilising function for long-term holders.
May 26, 2026 • Marcus Thorne
The Quiet Retrenchment of Private Capital in Emerging Markets
As rates stay higher for longer, the flow of venture and equity into secondary hubs is drying up.
May 23, 2026 • Marcus Thorne