A major vote of confidence for the Mexican economy arrived today, not from manufacturing, but from agriculture. Economy Minister Marcelo Ebrard announced that poultry giant Pilgrim’s will invest $1.3 billion in Mexico over the next five years (by 2030), a move designed to drastically alter the country’s protein supply chain. 🐔 THE STRATEGIC SHIFT: IMPORT...
The debate over “Foundation Models vs. Application Layer” just got a massive data point for the Apps side. Higgsfield, the San Francisco-based AI video startup, has raised $80 million (Series A extension) at a $1.3 billion valuation. The round included Accel, Menlo Ventures, and GFT Ventures. 🚀 THE “CRAZY” GROWTH STATS: This isn’t just hype;...
The era of the “diversified basket of 50 managers” is fading. The era of the “high-conviction partnership” is here. According to a new Bank of America survey of 280 asset allocators, 2026 will be defined by capital flowing into fewer, larger hands—specifically the biggest multi-strategy pods. 📉 FEWER FUNDS, BIGGER CHECKS: The data reveals a...
The cracks in the $3 trillion private credit market are officially widening. According to a new report from MSCI, the era of “higher for longer” rates is finally taking its toll on borrower resilience, leading to a sharp spike in portfolio distress. 📉 THE DATA OF DISTRESS: ⚠️ “CIRCLING THE DRAIN”: MSCI’s report uses stark...
The “All-In on America” trade is showing cracks. Ashmore Group, the specialist Emerging Markets asset manager, reported a standout quarter with $2.6 billion in net inflows and $1.2 billion in positive investment performance, signaling a tangible shift in allocator sentiment. 📊 THE NUMBERS (Q2 ended Dec 31, 2025): ⚠️ THE US CONCENTRATION RISK: Ashmore didn’t...
The “Golden Age of Private Credit” is officially going global. KKR announced today the final close of its second Asia-focused credit vehicle, securing $2.5 billion in total commitments. This makes it the largest pan-regional fund dedicated to performing private credit in Asia-Pacific history. 💰 THE FUNDRAISE BREAKDOWN: 🎯 THE STRATEGY: Unlike distressed funds that hunt...