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

Chief Investment Officer (CIO) - Office of the Treasurer & Tax Collector
​

City and County of San Francisco

​
Learn More

Investment Officer (Private Equity), P3
​

United Nations Joint Staff Pension Fund (UNJSPF)

​
Learn More

Director, Pension Accounting and Reporting-Hybrid Schedule
​

Columbia University

​
Learn More

Institutional Investment Consulting Associate
​

Mercer

​
Learn More

1270 Avenue of the Americas, Suite 1100

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. Institutional Investor is part of Delinian.

 

| Unsubscribe

LinkedIn
X
Bluesky
Instagram