maritime

Maritime Defense AI Could Be the Next Big Investment Opportunity in Venture Capital

Defense tech deals neared $50 billion in 2025, according to PitchBook.

Michelle Celarier

art-goldmaninsuranceprivate-0402.jpg

OCIOs Like Morgan Stanley Target Insurance Assets for Growth

James Comtois

be cautious

OpenClaw: The AI Agent Institutional Investors Need to Understand — But Shouldn't Touch

Angelo Calvello

Sao Paolo

Stan Druckenmiller Piles Into Financials and Brazil as Health-Care Bets Fade

Stephen Taub

meta
Premium

Lone Pine Offloads Meta in Rare One‑Quarter Exit

Stephen Taub

door

Private Credit Secondaries Surge Amid Muted Exit Environment

Michelle Celarier

shakeup
Premium

Third Point Overhauls Its Top Holdings in an Unusual Shake-Up

Stephen Taub

Valbona Schwab

Children’s Health Taps Grinnell College’s Valbona Schwab as CIO

James Comtois

Nassau Hall, oldest building on Princeton campus, 1754, Princeton University, Princeton, NJ, USA

University Endowments Increase Spending Just as Donations Go Down

James Comtois

podcast art Julie JoseVersion

Podcast: Manulife CQS’s Soraya Chabarek on What Makes an Investment Firm Last

Julie Segal

biopharma

Biopharma Hedge Funds Stumble as Last Year’s Rally Fades

Stephen Taub

line for a job

Is the Family Office Chief the Most Coveted Job in Investing?

John Crabb

The Path to Alpha

Xponance is Targeting the ‘Unloved Spaces Within Private Markets’

James Comtois

bubble

Now Top Investors Are Doubting the AI Revolution

Michelle Celarier

two things moving together

Some Hedge Funds Are Behaving More Like Equities. Why Investors Should Care.

Julie Segal

globe-numbers-001.jpg

Geopolitics Trump AI as Top Investor Concern While Tech Remains Long-Term Focus

James Comtois

nyc-skyline-large.jpg

NYC Comptroller Mark Levine to Deploy $3B for Affordable Housing

James Comtois

Abu Dhabi

Abu Dhabi Moves to Become the Gulf’s Private Credit Capital

Hassan Jivraj

human trapped in a box

The Total Portfolio Approach Is Still a Human Framework — And That’s the Problem

Angelo Calvello

plane
Premium

The Tiger Grandcub Who Outsmarted the AI Frenzy

Stephen Taub

fun competition

UMass Tops Endowment Performance Rankings for 2025

Michelle Celarier

kuwait tower

Kuwait’s ‘Wealth Engineers’ Seek Defensive Growth Amid Volatility

John Crabb

Recent Articles

good and bad

Maverick’s New Top Positions Deliver Both Gains and Setbacks

Stephen Taub

light street
Premium

Light Street’s New Long Game

Stephen Taub

Double exposure handshake of two businessmen on conference room interior background, collaboration and cooperation concept

Cerity Enters Nondiscretionary Consulting Business With Verus Buy

James Comtois

pie chart

Middle‑Market GP‑Stakes Boom Tests Firms’ Ability to Stay Selective

John Crabb

divergent paths
Premium

Viking Hybrid Fund Gains in the Fourth Quarter as Private Investment Strategy Slips

Stephen Taub

big jump
Premium

Haidar Kicks Off the Year With a Big Jump as Discovery Builds on Its Multi‑Year Tear

Stephen Taub

silicon chips

‘AI Supercycle Is Here to Stay’: Light Street Posts Strong January Returns as It Revamps Tech Strategy

Stephen Taub

robot wealth

AI Is Redefining Wealth Management

John Crabb

unicorn

A Unicorn IPO Wave Could Deliver Windfalls for Hedge Funds

Stephen Taub

Are Evergreen Funds Too Good to be True?

The NYSE debut of Bluerock’s BPRE at a huge discount to NAV illustrates one of the strategy’s biggest problems.
<p>Are Evergreen Funds Too Good to be True?</p>
Don’t Want Crypto in Your Portfolio? You Might Need to Look Closer at Your Equity Funds.

Don’t Want Crypto in Your Portfolio? You Might Need to Look Closer at Your Equity Funds.

MPI has found several non-crypto funds show signs of at least indirect exposure to bitcoin, which can lead “to a roller-coaster ride.”
James Comtois December 17, 2025