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The Essential

Opinion: When Workers’ Capital Funds Their Own Displacement

Union pension funds have explicit mandates to act in employees' interests. Their AI investments may say otherwise.

The AI Trade Beyond the Mag Seven Is Paying Off for Tekne

The hedge fund has found “hidden gem” AI winners in Europe, China and other Asian countries.

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Capital Markets, Reframed: A Corporate Defined Benefit Perspective

Negative Cash Flow Pushes Sacramento County Deeper Into Private Credit

CIO Steve Davis is targeting equity-like returns — with downside protection — by doubling down on collateral-backed lending.

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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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City and County of San Francisco

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United Nations Joint Staff Pension Fund (UNJSPF)

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Director, Pension Accounting and Reporting-Hybrid Schedule

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Columbia University

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Mercer

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