IBM's Softlayer Cloud Data Center Ahead of Earns Figures

Commonfund Remains Optimistic About Equities, But Warns AI Boom Will Slow

CEO and CIO Mark Anson sees AI continuing to boost market returns, but “sooner or later, we expect a slowdown.”

James Comtois

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Why OCIO Firms Are Targeting Healthcare Portfolios

James Comtois

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D.E. Shaw’s Latest Offering

Stephen Taub

AI

Opinion: The AI Diligence Question Every Asset Owner Should Be Asking

Angelo Calvello

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Greenlight Gains 5 Percent in July, But Clues to Rally Remain Scarce

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Hedge Funds Back Record Number of Billion-Dollar VC Funding Rounds

Stephen Taub

Geric Cruz/Bloomberg

Dillon Trust Sees Opportunity in Water Despite Political Risks

James Comtois

biotech
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RA Capital’s SPAC Finds Partner

Stephen Taub

stuck money

More Than $1 Trillion Is Stuck in ‘Zombie’ Private Equity Funds

Michelle Celarier

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Nevada PERS Names Successor to Manage the $79 Billion Passive Portfolio

James Comtois

Bing Guan/Bloomberg

After Buying Out the State of Michigan Retirement Systems, Domain Expands Multi-Family Real Estate Firm

James Comtois

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North Carolina Expands Barings Mandate With $2.1 Billion for RE Debt and Capital Solutions

James Comtois

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Opinion: Private Markets Face Their Next Test

Thomas Deinet

debt

A BDC Watchlist Finds $5.7 Billion in Portfolio Loans ‘At-Risk’

Michelle Celarier

podcast Kencel July 15

Churchill’s Ken Kencel on Private Credit’s Second Act

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Illustration by II

Why Top Pensions Like Verizon and Lockheed Martin are Outsourcing to Goldman

James Comtois

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Despite Software Making a Comeback, Investors Still Struggle With Valuations

James Comtois

money

Study Says Life Insurers May Need $4.5B More Capital for Private Credit Holdings

Michelle Celarier

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Opinion: When Workers’ Capital Funds Their Own Displacement

Angelo Calvello

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Despite the Hype, Asset Managers Are Measured in Their AI Spend

James Comtois

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Biotech IPO Fever Shows No Signs of Breaking

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Haidar Overhauls Portfolio as Losses Mount

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Building the Bench: How the University of Iowa Is Training the Next Generation of Insurance Investment Talent

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Seligman Ventures Makes Ninth Investment Since February

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After a Remarkable Run, Concentration Cuts Both Ways

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Perceptive’s SPAC Finally Completes Merger

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Asset Managers Are Doubling Down on AI, But Data Quality is Emerging as the Real Differentiator

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CTAs Suffer June Setback as Commodity Trends Unravel

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II Reveals More Nominees for the 2026 Allocators’ Choice Awards. Now It’s Time to Vote.

The finalists for Corporate Pension Plan CIO, Team of the Year, Allocator/Manager Partnership, and the award for Leadership and Vision are out now.
<p>II Reveals More Nominees for the 2026 Allocators’ Choice Awards. Now It’s Time to Vote.</p>
AI Is Making Even Tech Hedge Funds Look Like the S&amp;P 500

AI Is Making Even Tech Hedge Funds Look Like the S&P 500

PivotalPath’s data suggests AI concentration is no longer just reshaping benchmarks. It’s making it harder for even specialized tech investors to look meaningfully different from the market itself.
Julie Segal May 27, 2026