Corinna Kern/Bloomberg

Structural Changes Are Leading Investors to Rethink Real Estate

Yale School of Management’s Cameron LaPoint is “seeing a lot more interest in middle risk assets” now that RE is no longer seen as an inflation hedge.

James Comtois

wine cellar

Emotional Yields and the Price of Feeling Good

Christopher Schelling

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Systematic Hedge Funds Deliver Near-Record Returns in September

The Editorial Team

health care
For Members Only

While Everybody Chases AI, Glenview’s Health Care Stocks Drive Best Results in a Decade

Stephen Taub

Koenigsberger updated to episode 23

Podcast: Investors Know What Not to Do in Emerging Markets. They Keep Doing It Anyway.

Julie Segal

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For Members Only

Josh Resnick’s Hedge Fund Overhauls Top Holdings. Here’s How They Fared.

Stephen Taub

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Despite Healthcare Systems Healing, Hospitals Still Need to Tap into Their Portfolios

James Comtois

eggs in basket

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

Julie Segal

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Institutions Reconsider Emerging Markets With ‘A Real Sense of Urgency’

James Comtois

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

SEC

The Continuation Fund Boom Comes With Growing Regulatory Questions

Michelle Celarier

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Investors Are Underpricing AI’s Political Risk, Xponance Warns

James Comtois

Recent Articles

Essential Allocator Newsletter

Stanford and Penn Blast Off While MIT Stays Grounded

James Comtois

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

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

James Comtois

stocks up

Flight Deck Rebounds and Seligman Tacks on Another Gain

Stephen Taub

Essential Allocator Newsletter

Independent Sponsors Gain Momentum While Private Credit Loses Steam in Canada

James Comtois

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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

Officium Newsletter

North American Family Offices Surprisingly Upbeat

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