Goldman Sachs CFO Denis Coleman says 2025 is on track to become the second-strongest year for announced M&A in history — a powerful signal that dealmaking momentum will continue into 2026. His comments reflect growing optimism across Wall Street, including at Morgan Stanley, as the U.S. economy remains resilient, financing costs ease, and corporate confidence...
Microsoft has unveiled $23 billion in new AI-related investments, placing a major strategic focus on India, one of the world’s fastest-growing digital ecosystems. CEO Satya Nadella confirmed that $17.5 billion will be deployed in India — Microsoft’s largest investment in Asia to date. Beginning in 2026, this four-year plan is set to give the company...
Xtellus Partners, a U.S. investment bank, has floated a proposal to the U.S. Treasury that would use proceeds from the sale of Lukoil’s foreign assets to compensate American investors whose holdings were frozen following Russia’s invasion of Ukraine in 2022. Major U.S. asset managers — including BlackRock, JP Morgan, and Goldman Sachs — collectively lost...
At Abu Dhabi Finance Week, Dmitry Balyasny — Managing Partner & CIO of Balyasny Asset Management (AUM: $31B) — identified artificial intelligence as the most significant tail risk for 2026. He highlighted two opposite but equally disruptive scenarios: 🔹 Downside risk:A sharp drop in AI demand, especially if hyperscalers scale back spending due to weaker-than-expected...
Global markets continue to swing on geopolitical tensions and diverging interest-rate paths — and major hedge funds and state-backed investors see opportunity in the uncertainty. At Abu Dhabi Finance Week, leaders from Man Group, Brevan Howard, and the Abu Dhabi Investment Council highlighted growing conviction in macro and long-volatility strategies ahead of 2026. Shiv Srinivasan...
Volatility is quickly becoming the defining theme of global markets—and some of the world’s largest hedge funds and sovereign investors are gearing up to capitalize on it in 2026. At Abu Dhabi Finance Week, senior leaders from Man Group, Brevan Howard, and the Abu Dhabi Investment Council highlighted how geopolitical fractures, shifting interest-rate paths, and...