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FEATURED EVENTS

FEATURED ARTICLES

Discovery’s Strong June Reinforces Its Bet on a More Selective AI Boom

Robert Citrone’s hedge fund is positioning itself for second half of 2026, finding opportunities in AI infrastructure, emerging markets, and a weaker U.S. dollar.

Stephen Taub

Why Top Pensions Like Verizon and Lockheed Martin are Outsourcing to Goldman

Even the largest pensions are outsourcing. Still, “There is a very strong case for keeping management of the pension plan in-house, especially for plans more than $5 billion.”

James Comtois

Biopharma Funds Surge on Deals and Drug Breakthroughs

Goldman Sachs anticipates a continuation of the boom in mergers and acquisitions as cash-rich pharmaceutical giants look to replenish their shrinking drug pipelines.

Stephen Taub

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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.