Essential Europe

July Was the Month the Crowded AI Trade Reversed

For months, PivotalPath warned that hedge fund managers were becoming more and more concentrated in the same AI-related trades.

European Family Office Symposium

September 30, 2026 | Jumeirah Carlton Tower

PGIM’s Greg Peters: AI’s Debt Boom Is Giving Credit Investors Rare Leverage.

Podcast: Peters says there is an “endless buffet” of real opportunities — and market quirks. Elon Musk “is talking about going to Mars. Data centers in space. Do you think he cares about the kind of rate he’s paying to do that?”

Continuation Vehicles Ease Pressure on Managers, But LPs Question the Tradeoff

Some allocators say the structures shift costs and risks onto investors seeking liquidity.

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