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Nvidia’s blowout year extends AI rally, deepening mega-cap concentration risk
EQUITIES FEB 25, 2026
Nvidia’s blowout year extends AI rally, deepening mega-cap concentration risk

Explosive AI demand powers data-center surge and massive cash returns for chipmaker.

By Steve Randall
Trump: ‘Golden Age’ economy built on tariffs, new retirement accounts but a skeptical public
EQUITIES FEB 25, 2026
Trump: ‘Golden Age’ economy built on tariffs, new retirement accounts but a skeptical public

InvestmentNews trawls through the highlights of the longest ever State of the Union address.

By Steve Randall
Infrastructure fundraising roars back as data centers, energy transition reset investor priorities
ALTERNATIVES FEB 25, 2026
Infrastructure fundraising roars back as data centers, energy transition reset investor priorities

With $474B sought globally, managers chase AI data centers, secondaries liquidity and energy mandates.

By Steve Randall
Carta links 401(k) plans to cap tables in Morgan Stanley, Vestwell tie-up
RETIREMENT PLANNING FEB 24, 2026
Carta links 401(k) plans to cap tables in Morgan Stanley, Vestwell tie-up

New workplace savings program targets startup employees by merging institutional portfolios, retirement tech, and equity ownership on a single platform.

By Leo Almazora
Private no more! Blue Owl’s struggles have advisors publicly debating the merits of private credit
FIXED INCOME FEB 24, 2026
Private no more! Blue Owl’s struggles have advisors publicly debating the merits of private credit

Blue Owl's struggles over its loan portfolio have enlivened the debate over the benefits of adding private credit to client portfolios.

By Gregg Greenberg
AI’s capital boom is reshaping markets, says Janus Henderson
EQUITIES FEB 24, 2026
AI’s capital boom is reshaping markets, says Janus Henderson

Debt issuance, SaaS disruption and power demand redefine AI investing opportunities ahead, report states.

By Steve Randall
Leveraged ETFs ride retail trading boom as single-stock bets redefine market stress playbook
ETFS FEB 24, 2026
Leveraged ETFs ride retail trading boom as single-stock bets redefine market stress playbook

Research finds retail traders reshaping leveraged ETF behavior across selloffs.

By Steve Randall
Why are investors (and many others) so scared of AI right now?
EQUITIES FEB 23, 2026
Why are investors (and many others) so scared of AI right now?

Investors are no longer questioning whether AI will transform the economy — only whether markets are prepared for the disruption that could come with it.

By Steve Randall
Fed’s Waller says March rate decision hinges on whether jobs rebound proves ‘signal or noise’
EQUITIES FEB 23, 2026
Fed’s Waller says March rate decision hinges on whether jobs rebound proves ‘signal or noise’

Fed governor says labor data could justify pause or cut as outlook remains a ‘coin flip’.

By Steve Randall
Trump’s battle brings more uncertainty to tariffs and markets, advisors say
EQUITIES FEB 23, 2026
Trump’s battle brings more uncertainty to tariffs and markets, advisors say

Major indices fell Monday following Trump's tariffs clash with the Supreme Court. “This adds a new layer of uncertainty to the tariff story,” says Michael Landsberg, chief investment officer at Landsberg Bennett Private Wealth Management.

By James Rogers
Advisors taking close note of 10-year Treasury yield in wake of latest inflation data
FIXED INCOME FEB 23, 2026
Advisors taking close note of 10-year Treasury yield in wake of latest inflation data

Wealth managers are focusing on the 10-year Treasury Note and its place in portfolios following Friday's PCE price index release.

By Gregg Greenberg
Private equity revival accelerates but the next winners will be operational outperformers
ALTERNATIVES FEB 23, 2026
Private equity revival accelerates but the next winners will be operational outperformers

Report reveals strong rebound for dealmaking as tougher fundraising conditions reshape industry priorities.

By Steve Randall
EU officials warn ‘a deal is a deal’ after Trump hikes global tariffs to 15%
EQUITIES FEB 22, 2026
EU officials warn ‘a deal is a deal’ after Trump hikes global tariffs to 15%

Lagarde says the US president’s latest move risks upsetting a hard‑won equilibrium.

By Steve Randall
Trump announces new 10% global tariff
EQUITIES FEB 20, 2026
Trump announces new 10% global tariff

President escalates trade war after Supreme Court setback

Trump's global tariff plan 'blowing smoke' after court defeat
EQUITIES FEB 20, 2026
Trump's global tariff plan 'blowing smoke' after court defeat

Legal expert says threatened new 10% charge will be struck down quickly.

Broker-dealers got more than $100 million from selling bankrupt Inspired Healthcare’s deals
ALTERNATIVES FEB 20, 2026
Broker-dealers got more than $100 million from selling bankrupt Inspired Healthcare’s deals

With Inspired Healthcare filing for bankruptcy, the question is, what are their private deals really worth?

By Bruce Kelly
Trump’s global tariffs struck down by US Supreme Court
EQUITIES FEB 20, 2026
Trump’s global tariffs struck down by US Supreme Court

Advisors say ruling could pave the way for accelerated Fed rate cuts this year.

By James Burton
Blue Owl asset sale sends shockwaves through private credit as liquidity concerns intensify
ALTERNATIVES FEB 20, 2026
Blue Owl asset sale sends shockwaves through private credit as liquidity concerns intensify

Retail redemptions, valuation scrutiny and software exposure test private credit resilience.

By Steve Randall
Sports team owners top hedge fund earnings list
ALTERNATIVES FEB 19, 2026
Sports team owners top hedge fund earnings list

New York Mets owner Steve Cohen and Carolina Panthers owner David Tepper rank as Bloomberg's highest-paid hedge fund managers as sports investing becomes increasingly popular.

By Andrew Cohen
Real estate investor blasts Mamdani budget plans: "All the New Yorkers will suffer"
ALTERNATIVES FEB 19, 2026
Real estate investor blasts Mamdani budget plans: "All the New Yorkers will suffer"

Landlords will have to pay more tax and will be forced to increase rent, he warns.