The Essential

July Was the Month the Crowded AI Trade Reversed

For months, PivotalPath warned that hedge fund managers were becoming more and more concentrated in the same AI-related trades.

PGIM’s Greg Peters: AI’s Debt Boom Is Giving Credit Investors Rare Leverage.

Podcast: Peters says there is an “endless buffet” of real opportunities — and market quirks. Elon Musk “is talking about going to Mars. Data centers in space. Do you think he cares about the kind of rate he’s paying to do that?”

Sponsored

The Evolving Private Equity Toolkit

Continuation Vehicles Ease Pressure on Managers, But LPs Question the Tradeoff

Some allocators say the structures shift costs and risks onto investors seeking liquidity.

Related Content

Exploring the Alternatives

Julie Segal

Tech Stocks Are No Longer the Most Crowded Trade

Christine Idzelis

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