Essential Asia

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.

II Reveals More Nominees for the 2026 Allocators’ Choice Awards. Now It’s Time to Vote.

The finalists for Corporate Pension Plan CIO, Team of the Year, Allocator/Manager Partnership, and the award for Leadership and Vision are out now.

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

Investors need to stop viewing AI only through the lens of applications and start viewing it through the lens of constraints, says Jordi Visser.

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