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Geopolitics Trump AI as Top Investor Concern While Tech Remains Long-Term Focus

Respondents to II’s Annual Global Asset Management Survey show a long-term commitment to tech while overseas investors pull back on the U.S.

James Comtois

Premium

Haidar Kicks Off the Year With a Big Jump as Discovery Builds on Its Multi‑Year Tear

Said Haidar’s macro fund carried late‑year momentum into January as Discovery extended its streak on Latin America trades and semiconductor bets across Asia and the U.S.

Stephen Taub

Some Hedge Funds Are Behaving More Like Equities. Why Investors Should Care.

Correlations between stocks and many hedge fund strategies — ranging from multi-strategy to credit — are at or near historic highs, raising the question of why equity risk keeps showing up in all the wrong places.

Julie Segal

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As Private Credit Surges, Banks and Alternative Asset Managers Turn Frenemies Rather Than Foes

Wall Street settles for less underwriting in return for lucrative advisory fees.