Newsletter
2nd Quarter 2025 Newsletter
This newsletter explores whether recent market shifts mark a major regime change requiring more dynamic asset allocation (SAA vs TPA). We also cover global moves to disentangle from the U.S., the dollar’s declining safe-haven status, the U.S.–China tech race, and new AI investment opportunities.
Read More4th Quarter 2024 / 1st Quarter 2025 Newsletter
This newsletter reflects on President Trump’s action-packed first month and its long-term investment impact. We also update on AI investing, structural shifts in PE/VC and the end of the energy transition.
Read More3rd Quarter 2024 Newsletter
This is True North Institute’s second quarterly newsletter. The primary aim of these letters is to quickly arm the Chief Investment Officer with some of the most important agenda items to be discussed in any upcoming investment committee meeting.
Read More2nd Quarter 2024 Newsletter
This is True North Institute’s inaugural quarterly newsletter. The primary aim is to quickly arm the Chief Investment Officer with important agenda items to be debated in any upcoming investment committee meeting.
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