by South Sigma Research | Oct 21, 2025 | Market Insights & Strategy
The New Age of Club Deals: How Blackstone and TPG’s $18 B Hologic Buyout Signals the Return of Bank Leverage Banks are reclaiming buyout finance from private credit—Blackstone and TPG’s Hologic deal marks a structural shift in how liquidity and risk are being priced....
by South Sigma Research | Oct 11, 2025 | Market Insights & Strategy
Trade Wars 2.0: When Tariffs Become the New Monetary Policy By South Sigma Research October 11, 2025 Executive Summary U.S. announced 100% tariffs on most Chinese imports; Oct 10 selloff: S&P; -2.7%, Dow -1.9%, Nasdaq -3.6%. Tariffs now operate like macro...
by South Sigma Research | Aug 11, 2025 | Market Insights & Strategy
Crash Signals Are Flashing — And the Smart Money Is Taking Cover By South Sigma Research August 11, 2025 When market valuations soar to extremes, seasoned investors start reading the dashboard for warning lights. Today, several of the most respected macroeconomic and...
by South Sigma Research | Jul 28, 2025 | Market Insights & Strategy
AI for Family Offices: Using Predictive Analytics in Alternative Portfolio Allocation By South Sigma Research July 28, 2025 Artificial intelligence (AI) is no longer an abstract concept for the world’s wealthiest families. Campden Wealth’s 202 Operational Excellence...
by South Sigma Research | Jul 23, 2025 | Market Insights & Strategy
AI in Investing: What Institutions Get Wrong By South Sigma Research July 23, 2025 The promise of artificial intelligence in investing has captured the imagination of institutional investors worldwide, generating both breathless excitement and paralyzing fear. Walk...
by South Sigma Research | Jul 22, 2025 | Market Insights & Strategy
The GENIUS Act: May indeed be “genius” in cementing American financial leadership A Critical Analysis of America's Stablecoin Revolution and Its Hidden Systemic Risks By South Sigma Research July 22, 2025 While proponents herald the GENIUS Act as a...