shake up

Duquesne Family Office Cuts Back — Then Loads Up on New Bets

Stan Druckenmiller shrank his U.S. portfolio but opened 30 new positions, including fresh moves into chips and Argentina.

Stephen Taub

technology fixing

AI is Driving the Venture Capital Market — But Not Fixing It

Michelle Celarier

copper mine peru

Emerging Markets Are an Unlikely Winner of the AI Boom

John Crabb

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For Members Only

Why Discovery Is Loading Up on Chips

Stephen Taub

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Barings Finds a New Partner — and More Capital to Play With

Julie Segal

playbook

Why Guardian’s Nick Liolis Blew Up the Insurance CIO Playbook

Julie Segal

Medical stethoscope and toy house on a pink background with copy space

Clarion President: ‘We’re Focused on Sectors With Long-Term Structural Tailwinds'

James Comtois

Jonathan Grabel

II Honors LACERA’s Jonathan Grabel With the 2026 Allocator Lifetime Achievement Award

Julie Segal

Andrey Rudakov/Bloomberg
For Members Only

Biopharma Funds’ Rally Rides on Narrow Leadership

Stephen Taub

liquidity

Cash Becomes a Trade: Gulf Volatility Is Forcing Investors to Rethink Liquidity

Laurie McAughtry

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Tiger Cub Jay Kahn’s Flight Deck Rockets Higher — Without Chasing Nvidia

Stephen Taub

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Quantum Computing Is Coming — But Asset Owners Are Asking the Wrong Question

Angelo Calvello

polar melting

The New Cold War: Capital, Conflict, and the Race for the Arctic

John Crabb

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U.S. Pensions Stick With America Even as Global Peers Turn to China

James Comtois

stock chart

PivotalPath: The Dramatic Market Rebound in April Tested Quant Funds

Julie Segal

lab

Why Biotech Struggles to Finish What It Starts

Julie Segal

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Private Markets’ New Tension: When Retail and Institutional Investors Collide

Julie Segal

Recent Articles

databuild

Your CapEx Is My Opportunity: The Benchmark Arbitrage of the AI Buildout

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Icahn’s Hedge Fund Stumbles Again as Shorts Backfire

Stephen Taub

do over

PivotalPath: The War Creates Fault Lines Across Hedge Fund Strategies

Julie Segal

leaning into risk
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Third Point Leans Back Into Risk

Stephen Taub

tech disruption

Wirecard’s Most Noted Short Seller Bets Big on Technological Disruption

Michelle Celarier

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Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment

James Comtois

party

Seligman Delivers Best Performance on Record

Stephen Taub

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Greenlight Misses Market’s April Pop

Stephen Taub

April charts
For Members Only

Light Street Roars Back With a Double-Digit April Surge

Stephen Taub

Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment

The 2026 class is coming up as traditional road maps show cracks — requiring judgment, discipline, and innovative approaches to portfolio construction.
<p>Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment</p>
China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk

China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk

U.S. money is returning to Chinese tech stocks as valuations tempt and politics loom, forcing asset managers and advisers to balance profit against volatility.
Jonathan Kandell March 23, 2026