An article from J.P. Morgan Asset Management poses this question: What does AI disruption mean for investors? The firm’s answer can be found here.
Apollo writes that in a higher-rate world, generating alpha in private equity increasingly centers on going back to the basics: disciplined buying, operational value creation and flexible exits. Learn more here.
Bailard reports that for more than a decade, portfolios were defined by a singular theme: the undisputed dominance of U.S. equity markets. In 2025, however, the tides finally turned. The firm explores why — as well as examining the case for outperformance again in 2026. Read its report here.
In 2025, deal value rose dramatically to deliver the second-highest year on record, according to Bain &
