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The Essential

PivotalPath: Hedge Funds Post One of Their Best First Halves in Nearly Three Decades

Technology funds remained the standout performers through June, helping propel hedge funds to one of their strongest first-half showings since the late 1990s.

How Third Point Generated Strong Gains With Less Market Risk

Dan Loeb’s hedge fund returned 7.9 percent in the second quarter despite maintaining a defensive posture and relatively low equity exposure for much of the year.

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What’s Behind the Latest Surge in Grain and Oilseed Prices?

Despite Software Making a Comeback, Investors Still Struggle With Valuations

SaaS VC deals are on the rebound, but they’re nowhere near their pre-AI peak. “If you look at 2020, 2021 vintages, the returns are really concerning.”

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PivotalPath: Technology Leads Returns — and Allocator Demand

The Editorial Team

Hedge Funds, Markets, and the Economy Sail Into Turbulence

Eric Uhlfelder

Despite the Hype, Asset Managers Are Measured in Their AI Spend

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.

Q&A: What Backwardation in Oil Futures Reveals About Market Expectations

CME Group Chief Economist Erik Norland explores the factors shaping current oil market dynamics.

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