Opinion

The Voices of Investing

Latest Articles

Illustration by II

The Dust Bowl Ravaged 1930s America. Coronavirus Is Today’s Equivalent.

Christopher Schelling April 8, 2020

Taylor Glascock/Bloomberg

Airlines Had Huge Buyback Programs, but the Debate Is Bigger Than That

Brian Tomlinson March 31, 2020

Illustration by Jeremy Leung/II

Restaurants Are Being Destroyed. Money Managers Should Be Scared.

Angelo Calvello March 24, 2020

Illustration by II

The World Is One Big Carry Trade

Christopher Schelling March 13, 2020

Illustration by II/Photo of Jim Simons (Amanda Gordon/Bloomberg)

The Medallion Fund, Skepticism, and a Failure to Comprehend

Angelo Calvello March 4, 2020

Illustration by II

Only Special Investors Get to Buy These Bonds. They Make Up More Than Half of the High-Yield Bond Market.

Ellen Carr February 21, 2020

Illustration by Jeremy Leung/II

The Dangerous Democratization of Alternatives

Christopher Schelling February 19, 2020

Illustration by II

Private Credit Is a Driver, Not a Drug, of the American Economy

Drew Maloney February 12, 2020

Illustration by II

The(Easily Misunderstood) Yale Model

Charles D Ellis February 1, 2020

Illustration by Gracia Lam

High-Yield Was Oxy. Private Credit Is Fentanyl.

Greg Obenshain, Daniel Rasmussen January 28, 2020

Illustration by Yarek Waszul

Monopoly Power and the Malfunctioning American Economy

Sam Long January 21, 2020

Illustration by Jeremy Leung/II

Are Strategic Partnerships Bad for Strategic Partners — and Everyone Else?

Angelo Calvello December 18, 2019

Illustration by II

The Truth About Private Equity Fund Size

Christopher Schelling December 9, 2019

Illustration by II

Making (Investment) Marriages Work

David Holmgren November 27, 2019

Illustration by II

A Mysterious Force Took Over Investing. I Know What It Is.

Christopher Schelling November 17, 2019

Illustration by II

The Finance Jobs I Didn’t Get

Nathan Yates October 25, 2019

Illustration by II

Where ESG Fails

Michael E Porter, Mark Kramer, George Serafeim October 16, 2019

Illustration by II

When EBITDA Is Just BS

Christopher Schelling October 11, 2019

Contact Info

New York
1270 Avenue of the Americas, Suite 1100
New York, NY 10020
P: +1 212 224 3300

London
4 Bouverie Street
London EC4Y 8AX
P: +44 207 779 8888

Hong Kong
Unit 2488, 24/F
Lee Garden One,
33 Hysan Avenue
Causeway Bay, Hong Kong
P: +852 2912 8001

Corporate

About Us

Leadership Team

Careers

II Press Room

Digital

Masthead

Thought Leadership

Display Advertising

Reprints

FAQs

Events

Events Calendar

Memberships

Subscription

Subscribe to Premium

Register

Register for Free Account

Newsletters

Sign up for II newsletters

© 2025 Institutional Investor LLC. All material subject to strictly enforced copyright laws. Please read our Terms & Conditions, Modern Slavery Act Transparency Statement, Accessibility Statement and Privacy Policy before using the site.

4.12.03 build:2025-12-12 Login