Robert Koenigsberger

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

background

Systematic Hedge Funds Deliver Near-Record Returns in September

II Editor

tech
For Members Only

Third Point Returns to Meta and Nvidia

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

stock market
For Members Only

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

Stephen Taub

stocks up

Flight Deck Rebounds and Seligman Tacks on Another Gain

Stephen Taub

bear
For Members Only

Greenlight’s Long Book Is Behind September Loss

Stephen Taub

Brent Lewin/Bloomberg

Canadian Allocators Plan to Hold Tight with Domestic Private Credit Allocations

James Comtois

Illustration by II

As Fundraising Stalls, Independent Sponsors Fill Gap in Lower-Middle Market

James Comtois

wine cellar

Emotional Yields and the Price of Feeling Good

Christopher Schelling

art-biopharma9.jpg

Big Name Hedge Funds Miss Kodiak Sciences’ 178 Percent Stock Rise

Stephen Taub

SEC

The Continuation Fund Boom Comes With Growing Regulatory Questions

Michelle Celarier

start-up

Coatue Becomes Hedge Funds’ Most Active VC Investor 

Stephen Taub

Illustration by II

Why Investors Like Barings See More Opportunity for Infrastructure Than Private Equity

James Comtois

big-data-large.jpg

Investors Are Underpricing AI’s Political Risk, Xponance Warns

James Comtois

art-privateschoold-endowments-0228.jpg

As Higher Ed Struggles with Funding, More Small Schools Turn to Restricted Funds

James Comtois

eggs in basket

Investors Need to Go Beyond Traditional Diversification Rules to Ferret out Portfolio Exposure to AI

Julie Segal

macro

Washington Gave Macro Hedge Funds a Lot to Work With in August

The Editorial Team

Recent Articles

reversal

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

Businessman hand flipping wooden cube blocks with RISK change to RISE text on table background. economic, chance, attitude, opportunity and Crisis concepts - stock photo

It May Be Time for Corporate Pensions to Add (Some) Growth Assets

James Comtois

Essential Allocator Newsletter

Independent Sponsors Gain Momentum While Private Credit Loses Steam in Canada

James Comtois

Officium Newsletter

North American Family Offices Surprisingly Upbeat

James Comtois

A wide horizon at sunrise, evoking long-term investing

Tara Giuliano, Chief Marketing Officer, Nuveen

Institutional Investor

Middle East Nabd Newsletter

Beyond the Headlines: Gulf Credit, II Global Private Credit Survey Results, and a Region Still Surprising the World

Ahmed Raafat

biopharma and stock market gains

Biopharma Continues to Buoy the IPO Market

Stephen Taub

Essential Allocator Newsletter

Infrastructure’s Growing Opportunity Set… and Constraints

James Comtois

Ken Tropin Plays the Long Game With Graham Capital

“They come to us because we’re known as having a very strict risk culture and philosophy.”
<p>Ken Tropin Plays the Long Game With Graham Capital</p>
Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

Three months ago, I found a manager who has been doing just this for two decades without LLMs
Angelo Calvello August 24, 2026