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The Essential

AI Is Making Even Tech Hedge Funds Look Like the S&P 500

PivotalPath’s data suggests AI concentration is no longer just reshaping benchmarks. It’s making it harder for even specialized tech investors to look meaningfully different from the market itself.

Sponsored by HSBC

How digital assets are reshaping institutional investing

Digital assets are expected to grow from $600 billion to $18.9 trillion by 2033.

II Reveals More Nominees for the 2026 Allocators’ Choice Awards. Now It’s Time to Vote.

The finalists for Corporate Pension Plan CIO, Team of the Year, Allocator/Manager Partnership, and the award for Leadership and Vision are out now.

Sponsored

Revitalizing US Infrastructure: Why Pension Capital Is the Missing Link

Your CapEx Is My Opportunity: The Benchmark Arbitrage of the AI Buildout

Investors need to stop viewing AI only through the lens of applications and start viewing it through the lens of constraints, says Jordi Visser.

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Wirecard’s Most Noted Short Seller Bets Big on Technological Disruption

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Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment

James Comtois

SPONSORED BY CME GROUP

What’s Really Moving Commodity Markets in 2026?

Commodity markets don’t always move together. Which sectors are outperforming and why?

How Does Debt Move Through the Global Financial System?

As more repo trading becomes electronic, what comes next? Why the conversation is shifting from market capacity to market access.

Job Board – For Investors Only

Investment Analyst

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University of Virginia

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Investment Analyst

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DUMAC Inc

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DUMAC Inc

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BlueCross BlueShield Association

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