The Essential

Duquesne Family Office Cuts Back — Then Loads Up on New Bets

Stan Druckenmiller shrank his U.S. portfolio but opened 30 new positions, including fresh moves into chips and Argentina.

Emerging Markets Are an Unlikely Winner of the AI Boom

Demand for data centers, chips, and energy is creating new tailwinds for developing economies.

Sponsored

What Drives the U.S.-Brazil Soybean Price Spread?

AI is Driving the Venture Capital Market — But Not Fixing It

OpenAI and Anthropic may soak up so much of the available capital that a broader recovery of VC may not happen until 2027.

Related Content

Druckenmiller’s Duquesne Family Office Cleaves Microsoft Position, Shakes up Other Holdings

Steve Taub

Quantum Computing Is Coming — But Asset Owners Are Asking the Wrong Question

Angelo Calvello

Job Board – For Investors Only

Investment Analyst
​

University of Virginia

​
Learn More

Investment Analyst
​

DUMAC Inc

​
Learn More

Investment Analyst
​

DUMAC Inc

​
Learn More

Investment Analyst
​

BlueCross BlueShield Association

​
Learn More

1270 Avenue of the Americas, Suite 1120

New York, NY 10020

 

© Institutional Investor, LLC. All material subject to strictly enforced copyright laws. Please read our Terms and Conditions and Privacy Policy before using the site.

 

| Unsubscribe

LinkedIn
X
Bluesky
Instagram