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The institutional investor's portfolio has long pivoted toward alternatives—private equity, real estate, commodities, art. Yet a category as tangible, tradable, and consistently appreciating as invest … read more

The conventional portfolio wisdom of the last thirty years—equities, bonds, real estate, alternatives—is fracturing. Global macro uncertainty, correlated asset classes, and compression in traditional … read more

In June 1984, aboard an Air France flight from Paris to London, the then-chief executive of Hermès, Jean-Louis Dumas, found himself seated beside actress and singer Jane Birkin. The conversation that … read more