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The Essential

Allocators Assess Defense Opportunities Amid Conflict: ‘You Work with the Field in Front of You’

Asset owners like the University of Nebraska Foundation note “there are opportunities” to invest in defense “if you can stomach the prospects.”

Alger Sticks With Its AI-Driven Growth Bet

The tech-focused manager remains committed to AI, arguing that discipline and flexibility will matter more than concentration if the cycle turns.

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Can AI's Benefits Spread Beyond a Handful of Tech Giants?

The Value Iconoclast

Dave Iben has been chasing opportunities the market has written off, betting that unfashionable stocks such as gold and platinum miners would beat a tech-obsessed world — and the moment may be proving him right.

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SPONSORED BY CME GROUP

How Ultra 10-Year Futures Became a Treasury Benchmark

This year marks a major milestone for one of the great success stories in futures market innovation: the Ultra 10-Year U.S. Treasury Note futures contract.

Asia’s Growing Economic Power Shapes Global Derivatives Market

Asia Pacific is playing an increasingly important role in the global economy.

Can AI's Benefits Spread Beyond a Handful of Tech Giants?

Can AI's potential for a productivity boom justify its stretched valuation?

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