The $2 trillion private credit market is facing a severe structural stress test. Partners Group Chair Steffen Meister just issued a stark warning: annual default rates (historically sitting at a comfortable 2.6%) could double in the coming years due to AI-driven economic disruption. 📉 THE BIFURCATION RISK: AI is rapidly creating a market of extreme...
While global markets ride the euphoria of AI-driven earnings, a new narrative is emerging among top asset managers: The AI boom itself is becoming a primary engine of inflation. According to new analysis from Morgan Stanley, Royal London, and Deutsche Bank, the massive capital expenditure by hyperscalers is colliding with resource constraints, potentially forcing central...
Coinbase is accelerating its diversification strategy with the acquisition of The Clearing Company, reinforcing its push beyond pure crypto trading into multi-asset, event-driven markets. Prediction markets allow users to trade contracts linked to real-world outcomes — from elections and macro data to sports and policy decisions — effectively transforming expectations into tradable signals. While proponents...
SoftBank and Nvidia are reportedly negotiating a $1B+ investment into Skild AI, the fast-rising robotics foundation model startup, in a deal that would value the company at ~$14 billion — nearly 3× its valuation from earlier this year. Why Skild AI Is Attracting Mega Investors Founded in 2023 by former Meta AI researchers and backed...
Guggenheim Investments — the $357 billion U.S. asset manager — is actively considering opening an office in Saudi Arabia, expanding its Gulf footprint as the region accelerates investment in infrastructure, transportation, and technology. Already present in Dubai and in the process of licensing in Abu Dhabi, Guggenheim views the Gulf as a strategic growth hub....
Barrick Mining is evaluating an IPO for a new subsidiary that will hold its North American gold assets, capitalizing on record-high gold prices in 2025. Key Highlights Barrick will provide a formal update in February 2026.