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Inflections: Trump 2.0 Tariffs: ‘Art of the Deal’ or ‘The Most Beautiful Word’?

Although there is still over a month to go before inauguration, the new Trump cabinet has largely taken shape and…

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Arjun Raghavan, dressed in a sharp suit, sits confidently in a news studio. The screen behind him displays S&P 500 data: 6,004.36, up 20.37 points or 0.34%.

Arjun Raghavan on Bloomberg Markets with Sonali Basak 

This interview originally aired on Bloomberg TV on November 13, 2024. Partners Capital CEO, Arjun Raghavan, discusses the competitive advantages…

Inflections: China Stimulus

In this first edition of Inflections, we focus on ongoing developments in Chinese policy which we believe could have global economic and investment ramifications

Investor Perspectives
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Reinventing the Endowment Model – taking a dynamic approach to an established classic 

For over 25 years, endowments and foundations have been applying the principles of the endowment model to secure the futures…

Investor Perspectives
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Advancing the Endowment Model 

The endowment model of investing, which advocates healthy diversification across traditional and alternative assets, has come under fire. At a…

Investor Perspectives
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Five Key Strategies for Navigating UK Tax in Investment Portfolios

The UK General Election will be a catalyst for change right across the political and financial landscape. Post 4 July,…

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Middle-aged man in a suit being interviewed on CNBC's "Squawk Box Europe," with the caption "Kamran Moghadam, Partners Capital, May 2024" displayed.

Kamran Moghadam live on CNBC Squawk Box Europe – 30 May 2024

Watch Kamran Moghadam, Partner and Head of Tactical Asset Allocation, on CNBC’s Squawk Box Europe discussing inflation and AI.

Whitepaper
A close-up image of blue fiber optic cables emitting light, with the light points appearing as small, glowing blue circles against a dark background. Insights into the intricate network can empower Partners Capital in making informed decisions.

Navigating the Investment Portion of STARS v3.0 – The Sustainability Tracking, Assessment & Rating System

This whitepaper was written for educational institutions who already participate in or are interested in exploring the higher education sustainable…

Whitepaper
A dark background is illuminated by wavy, blue light trails, creating an abstract, glowing pattern that brings to mind the dynamic nature of tactical asset allocation.

Partners Capital Insights 2024 Tactical Asset Allocation

The “Paradigm Shift” macro theme we highlighted last year involving structurally higher interest rates and volatile inflation is expected to…

Whitepaper
A blue neon light outlines a stepped, L-shaped structure against a dark background, creating a minimalist geometric pattern reminiscent of the near-term outlook post-COVID-19.

Partners Capital Insights 2024 Investment Spotlights

As markets and economies continue to adjust to the post-pandemic world of higher borrowing rates and geopolitical risks, we synthesise…

Whitepaper
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Partners Capital Insights 2024 Executive Summary

Stay the course in a global economy that bends but does not break. We expect continued elevated volatility from rising…

Whitepaper
A streak of light blue particles in a dark blue background, resembling a cosmic or underwater scene, evokes the fluidity and dynamism often seen in emerging markets.

Insights 2024 View on Venture Capital