Allocators Aren’t Retreating From Private Credit — But They Are Scrutinizing Their Managers
New data from II show investors intend to maintain their allocations but be more selective with their managers.
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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.
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.
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