Market Macro Trend

Wall Street Journal

Bonds Are Heading for the Best Year Since 2020

Federal Reserve rate cuts are overwhelming deficit fears, boosting Treasurys and corporate debt.

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Wall Street Journal

Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy

Firms such as Blue Owl Capital have raised trillions in investing firepower. The artificial-intelligence build-out is a perfect match, though warning signs are flashing.

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Wall Street Journal

Who Will Pay for the AI Revolution? Retirees

Insurance companies that are seeking to fund retirement plans can be natural buyers of data-center debt.

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Wall Street Journal

U.S. Investigators Probe Exec Facing Fraud Allegations From BlackRock’s HPS

Federal officials have opened a criminal investigation into Bankim Brahmbhatt, who was sued by HPS and other lenders earlier this year.

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Private Debt Investor

AI’s effect on the nuts and bolts of private markets operations

Artificial intelligence has the potential to revolutionise the investment lifecycle, but there will be challenges along the way.

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Private Debt Investor

Moving beyond the AI hype to create real value

With MIT research revealing that just 5% of artificial intelligence initiatives succeed, how can private markets firms ensure their AI efforts will lead to genuine value creation?

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Private Debt Investor

Women of Influence on AI’s impact on alternatives

When we asked this year’s cohort of standout women in private markets about the most significant trends shaping their asset classes, artificial intelligence was top of mind.

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Private Debt Investor

Brookfield: The edge in AI investing is operational know-how

The rise of AI is driving an unprecedented build-out of data, compute and energy infrastructure. Private investors with deep operational expertise are uniquely positioned to generate long-term value from this mega-trend, says...

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Private Debt Investor

Artificial intelligence: Transforming alternative assets, from fundraising to exits

AI is touching every aspect of the alternative assets industry – from internal applications to portco value creation and investment opportunities. But there are risks ahead, with overhype and regulatory uncertainty partly...

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