playbook

Why Guardian’s Nick Liolis Blew Up the Insurance CIO Playbook

The CIO explains the insurer’s move to partnerships with asset managers — and its push to capture more of the economics behind them.

Julie Segal

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Clarion President: ‘We’re Focused on Sectors With Long-Term Structural Tailwinds'

James Comtois

Jonathan Grabel

II Honors LACERA’s Jonathan Grabel With the 2026 Allocator Lifetime Achievement Award

Julie Segal

Andrey Rudakov/Bloomberg
For Members Only

Biopharma Funds’ Rally Rides on Narrow Leadership

Stephen Taub

liquidity

Cash Becomes a Trade: Gulf Volatility Is Forcing Investors to Rethink Liquidity

Laurie McAughtry

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For Members Only

Tiger Cub Jay Kahn’s Flight Deck Rockets Higher — Without Chasing Nvidia

Stephen Taub

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Quantum Computing Is Coming — But Asset Owners Are Asking the Wrong Question

Angelo Calvello

polar melting

The New Cold War: Capital, Conflict, and the Race for the Arctic

John Crabb

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U.S. Pensions Stick With America Even as Global Peers Turn to China

James Comtois

stock chart

PivotalPath: The Dramatic Market Rebound in April Tested Quant Funds

Julie Segal

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For Members Only

Icahn’s Hedge Fund Stumbles Again as Shorts Backfire

Stephen Taub

party

Seligman Delivers Best Performance on Record

Stephen Taub

lab

Why Biotech Struggles to Finish What It Starts

Julie Segal

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Private Markets’ New Tension: When Retail and Institutional Investors Collide

Julie Segal

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Your CapEx Is My Opportunity: The Benchmark Arbitrage of the AI Buildout

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Third Point Leans Back Into Risk

Stephen Taub

tech disruption

Wirecard’s Most Noted Short Seller Bets Big on Technological Disruption

Michelle Celarier

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Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment

James Comtois

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Greenlight Misses Market’s April Pop

Stephen Taub

April charts
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Light Street Roars Back With a Double-Digit April Surge

Stephen Taub

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Wealth Managers Aren’t Replacing Advisors with AI, They’re Fighting for Attention

John Crabb

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Investors Split on Whether Deeply Discounted BDCs Are a Trap or a Bargain

John Crabb

Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment

The 2026 class is coming up as traditional road maps show cracks — requiring judgment, discipline, and innovative approaches to portfolio construction.
<p>Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment</p>
China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk

China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk

U.S. money is returning to Chinese tech stocks as valuations tempt and politics loom, forcing asset managers and advisers to balance profit against volatility.
Jonathan Kandell March 23, 2026