24 August 2026: Weekly Update – US Debt, Rising Bond Yields and Fiscal Risk
US federal debt has passed $40 trillion as long-dated government bond yields climb across developed markets. With investors demanding greater compensation for fiscal and inflation risks, the consequences extend beyond …
Fund Manager Tactics: Building a Winning Team
Building a successful fund of funds requires more than selecting strong individual managers. Using a football manager's approach as an analogy, this article explores how T. Bailey constructs balanced portfolios …
Inside T. Bailey's Approach to Investing in Early-Stage Funds
Successful fund investing isn't just about selecting established names. This insight explores how T. Bailey identifies exceptional fund managers early in their journey, the rigorous due diligence behind every investment …
26 January 2026: Weekly Update – Multipolar Investing and Geographic Diversification
Mark Carney’s Davos speech provides a timely framework for considering geographic concentration, as recent data suggests portfolios with lower sensitivity to US equities have begun to outperform their more US-dependent …
