AI tech

Michael Cembalest: Data Centers Could Be a Victim of the Democratic Sweep of Congress

Ballot measures curbing data centers won, and new governors are likely to impose restrictions, says J.P. Morgan’s Cembalest.

Michelle Celarier

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Third Point Turns Cautious

Stephen Taub

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Agents on the Org Chart: What Asset Owners Should Ask

Angelo Calvello

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Hedge Funds Bet on Kalshi

Stephen Taub

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Real Estate Managers Welcome Clarity on Investing in Single-Family Homes

James Comtois

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Greenlight Notches a Gain in October

Stephen Taub

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Opinion: It’s Time to Hire More English and History Majors

John Bowman

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Hedge Fund Sosin Sinks With Carvana

Stephen Taub

AI tech

Edgar Allen’s High Ground Beats the Market Despite Shunning AI Stocks

Stephen Taub

Ken Tropin podcast

Podcast: Macro Is Back — But Ken Tropin Says That Doesn’t Make It Easy

Julie Segal

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Hedge Funds Anticipate Anthropic IPO

Stephen Taub

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What Can Short-Term Returns Tell Investors?

James Comtois

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Macro Investing Continues to Drive Results at David Einhorn’s Value-Oriented Fund

Stephen Taub

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Hedge Funds Invested in New Unicorns

Stephen Taub

Harvard University and Charles River

Harvard, Brown See Record Growth Thanks to VC and Public Equities

James Comtois

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Emotional Yields and the Price of Feeling Good

Christopher Schelling

Corinna Kern/Bloomberg

Structural Changes Are Leading Investors to Rethink Real Estate

James Comtois

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While Everybody Chases AI, Glenview’s Health Care Stocks Drive Best Results in a Decade

Stephen Taub

Koenigsberger updated to episode 23

Podcast: Investors Know What Not to Do in Emerging Markets. They Keep Doing It Anyway.

Julie Segal

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Despite Healthcare Systems Healing, Hospitals Still Need to Tap into Their Portfolios

James Comtois

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For Members Only

Third Point Returns to Meta and Nvidia

Stephen Taub

America Shattered Swiss Bank Secrecy. Then It Became a Haven for Discreet Wealth.

The modern trust was built to make great fortunes last for generations. Its side effect: a remarkably opaque ownership system.
<p>America Shattered Swiss Bank Secrecy. Then It Became a Haven for Discreet Wealth.</p>
Podcast: Investors Know What Not to Do in Emerging Markets. They Keep Doing It Anyway.

Podcast: Investors Know What Not to Do in Emerging Markets. They Keep Doing It Anyway.

Gramercy CIO Robert Koenigsberger explains why investors get EM wrong and what those mistakes can teach them about increasingly volatile developed markets.
Julie Segal October 8, 2026

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For Members Only

Josh Resnick’s Hedge Fund Overhauls Top Holdings. Here’s How They Fared.

Stephen Taub

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Systematic Hedge Funds Deliver Near-Record Returns in September

The Editorial Team

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Lone Pine’s Reversal of Fortune

Stephen Taub

stock market

Kristie Nettles, V.P., Managing Director and Head of Global Insurance and Institutional (North America) Marketing, AllianceBernstein

Institutional Investor

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For Members Only

Light Street, Valiant Surged — But Not Enough to Erase Losses from July and August

Stephen Taub

The Great Dome and Killian Court of the Massachusetts Institute of Technology

Elite Universities Boast Double-Digit Returns, But the Gains Aren’t Spread Equally

James Comtois