How activist Elliott can help reinvigorate athleisure giant Lululemon
Jeff Greenberg | Universal Images Group | Getty Images Company: Lululemon Athletica Inc. (LULU) Business: Lululemon Athletica is…
This fund logged a 950% return on SpaceX. Here’s what happened next
The Edinburgh Worldwide Investment Trust has generated a near-950% return on its position in Elon Musk’s Space Exploration…
After U.S. debt soared to $38 trillion, the ‘easy times’ are now over as hedge funds jump into the bond market, former Treasury official warns
The holders of U.S. debt have shifted drastically over the past decade, tilting more toward profit-driven private investors…
Dutch Pension Bond Shift Risks Triggering Bond Market Volatility
In the European market for long-term bonds, a once-loyal and deep pocketed customer is about to start shopping…
AI Debt Explosion Has Traders Searching for Cover: Credit Weekly
As tech companies gear up to borrow hundreds of billions of dollars to fuel investments in artificial intelligence,…
AI isn’t a bubble but rather an opportunity, JPMorgan’s Erdoes says
Mary Callahan Erdoes, Chief Executive Officer of J.P. Morgan Asset & Wealth Management, speaks during CNBC’s Delivering Alpha…
Are you underweight the asset class driving the best performing portfolios in the world? – Stephanie Gardner
Every few years, markets remind investors that diversification isn’t a static formula. When traditional assets become highly correlated,…
Gold’s Next Move May Be Determined by Latecomers to Rally
Welcome to our guide to the commodities powering the global economy. Today, EMEA Metals and Mining Team Leader…
What’s making pension funds bet big on bitcoin?
Digital assets are no longer just a playground for early adopters — big institutions are now stepping in.…
Warning signs of financial instability rattle policymakers ahead of IMF jamboree – POLITICO
A growing body of academic literature has found extensive links between non-bank financial institutions (NBFIs) — a category…
As AI bubble warnings mount, a 23-year-old’s $1.5 billion hedge fund shows how prophecy turns into profits
Welcome to Eye on AI, with AI reporter Sharon Goldman. In this edition…the rise of Leopold Aschenbrenner, a…
China Sheds ‘Uninvestable Tag’ as $2.7 Trillion Gain Draws Inflows
Global money managers are venturing back into China after years of aversion, piqued by a world-beating stock rally…