Essential Europe

De-Dollarization Doesn’t Mean Capital Is Leaving America

Global investors are swapping Treasuries for U.S. ports, power grids, and data centers — turning financial claims into ownership of real assets.

The AI Trade Beyond the Mag Seven Is Paying Off for Tekne

The hedge fund has found “hidden gem” AI winners in Europe, China and other Asian countries.

Negative Cash Flow Pushes Sacramento County Deeper Into Private Credit

CIO Steve Davis is targeting equity-like returns — with downside protection — by doubling down on collateral-backed lending.

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What Could Be Next for the U.S. Dollar?

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