money

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

Academics argue that private credit ratings understate risk, allowing life insurers to hold less regulatory capital than public ratings would require.

Michelle Celarier

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Light Street Rockets Higher as Tech Bets Fuel 37 Percent Gain

Stephen Taub

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Biotech-Focused Hedge Funds Back Talawar’s Fast Moving SPAC Merger

Stephen Taub

Donna Snider (via LinkedIn)

Hackensack Meridian’s Donna Snider Has Something Many CIOs Don’t: Liquidity

James Comtois

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David Greenberg Has Left Virginia Tech Foundation

James Comtois

workers

Opinion: When Workers’ Capital Funds Their Own Displacement

Angelo Calvello

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Hedge Funds Hit the Brakes on Venture Deals After Strong Start to 2026

Stephen Taub

Jason Alden/Bloomberg

Late to Private Markets, City of Austin May Have Gotten the Timing Right

James Comtois

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Tiger Global, Maverick Back Upscale AI at $2B Valuation

Stephen Taub

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

James Comtois

(Peter Boer/Bloomberg)

OCIO Boom Is Pushing Smaller Foundations Deeper Into Private Markets

James Comtois

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CTAs Stall in May After Strong Start to Year

Stephen Taub

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Opinion: Why VCs Broke Up with SPACs — And Why They Are Dating Again

Dan Nash

Andre Peroldcopy

Andre Perold on AI: The World Is Changing Faster Than Markets Can Process

Julie Segal

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Glenview’s Curveball Trade Pays Off

Stephen Taub

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The AI Trade Beyond the Mag Seven Is Paying Off for Tekne

Michelle Celarier

Sacramento, CA (David Paul Morris/Bloomberg )

Negative Cash Flow Pushes Sacramento County Deeper Into Private Credit

James Comtois

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For Members Only

SPACs Reemerge as Exit Valve to Unlock Private Bets

Stephen Taub

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De-Dollarization Doesn’t Mean Capital Is Leaving America

Jonathan Kandell

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Biopharma Hedge Funds Cool After Breakout Year

Stephen Taub

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OpenAI Backers Include Hedge Fund Heavyweights Poised for IPO Payoff

Stephen Taub

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European Real Estate Credit Firm Zenzic Expands With $100m Commitment from Stable Asset Management

James Comtois

Sohel Hussain

Meyer Memorial Trust’s Sohel Hussain Launches Investment Advisory

James Comtois

New York Life Insurance Company headquarters in New York City (Getty Images)

New York Life Gets into Resi Mortgage Loans as Scale Forces New Bets

James Comtois

background

PivotalPath: Technology Leads Returns — and Allocator Demand

The Editorial Team

Multi colored caps lids - stock photo (Credit: Igor Radchenko / Getty Images)

Microcaps Are Beating Large Caps — But Allocators Aren't Biting

James Comtois

Stuart Fiertz

Cheyne Capital’s Stuart Fiertz on Private Credit’s Slow Motion Stress Test

Julie Segal

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Andrew Left’s Fraud Conviction Raises New Risks for Activist Short Sellers

Michelle Celarier

AI brain technology OpenAI Anthropic

Anthropic’s Backers Include a Who’s Who of Hedge Funds

Stephen Taub

Downtown Cincinnati (Credit: Jeremy Poland / Getty Images)

Why One Life Insurer Is Taking More Equity Risk Than Peers

James Comtois

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Greenlight’s Flat June Masks Wild Swings Beneath the Surface

Stephen Taub

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Cambridge, Other Advisors See Spike in Interest in Co-Investments

James Comtois

biotech
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Beyond the Biggest Deals, Hedge Funds Are Backing Top IPO Performers

Stephen Taub

cut out the middle man

T. Rowe Price Restructure Shows Growing Influence of Consultants

John Crabb

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Perceptive SPAC Delays Freenome Merger

Stephen Taub

Surge
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Tiger Funds Surge on AI and Semiconductors

Stephen Taub

Anton Orlich

CalPERS Promotes Anton Orlich to Private Markets Deputy CIO

James Comtois

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Jericho’s High-Conviction Playbook Shows Its Edge in May

Stephen Taub

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Discovery’s Memory Trade Stands Out in AI Boom

Stephen Taub

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