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Market Pulse | High-signal updates for investors and operators

Market Pulse · Global · Daily high-signal market updates for investors and operators | Showing 24 of 46

Market Pulse | High-signal updates for investors and operators

Daily stream of high-signal market updates and intelligence. Refreshed every day.

Market Pulse · Global · Showing 24 of 46

The 7 Layers of the AI Data Center Stack ft. Guru Chahal | 8 Jul 2026 | Lightwork

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The rapid expansion of AI data centers marks a structural shift from traditional, retrieval-based architecture to dense, compute-heavy "AI factories." While public concern centers on the massive environmental and grid footprints of these facilities, compounding advancements across advanced cooling, machine learning optimization, and neuromorphic chip…

Jul 9, 2026·Technology
The 7 Layers of the AI Data Center Stack ft. Guru Chahal | 8 Jul 2026 | Lightwork

The rise of the consumer health economy | 16 Jun 2026 | Barclays Brief

**1. Introduction and Macro Shift [[00:00:01](https://youtu.be/eP0dmtbaJG4?si=ZXUUgsXqBDOcN_Oh&t=1s)]** - **Speakers**: Hosted by Patrick, featuring Warren Aman, Head of European Consumer Staples Research at Barclays Bank [[00:00:46](https://youtu.be/eP0dmtbaJG4?si=ZXUUgsXqBDOcN_Oh&t=46s)]. - **The "Food as Medicine" Paradigm**: Retail environments show a profound vocabulary shift. Standard grocery items are…

Jun 16, 2026
·Markets & Investments
The rise of the consumer health economy | 16 Jun 2026 | Barclays Brief

S&P Global | DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains | The Decisive | 13 Jun 2026

- **Host:** Neil Barbour, S&P Global Market Intelligence [[00:00:01](https://youtu.be/UPqkp3TKriI?si=2LeipRvpClZ6BGz6&t=1s)] - **Guest:** Chris Rogers, Head of Supply Chain Research at S&P Global Market Intelligence [[00:00:12](https://youtu.be/UPqkp3TKriI?si=2LeipRvpClZ6BGz6&t=12s)] **Topic 1: The Structural Mechanics of "DRAMageddon"** - **The High-Bandwidth Memory (HBM) Squeeze:** Surging enterprise demand for…

Jun 14, 2026·Technology
S&P Global | DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains | The Decisive | 13 Jun 2026

Apollo Global: Software PE’s Aging Inventory Problem | June 11, 2026 | Torsten Slok's The Daily Spark

_Sources: S&P Global Market Intelligence, Apollo Chief Economist_ > Apollo Global: Software private equity is sitting on an aging inventory, with nearly 900 of roughly 3,250 active portfolio companies held five years or longer and most of the rest bought during the 2020 to 2021 zero-rate era, see chart. Clogged exit channels since the Fed began hiking in 2022 are keeping GPs holding software assets well past the…

Jun 11, 2026·Markets & Investments
Apollo Global: Software PE’s Aging Inventory Problem | June 11, 2026 | Torsten Slok's The Daily Spark

The Flip Side | 11 Jun 2026 | The Insight by Oaktree Capital

- **Speakers:** Howard Marks (Co-Chairman, Oaktree Capital Management), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Armen Panossian (Head of Performing Credit) [[00:00:15](https://youtu.be/n6btoyTPfh4?si=rQOAjeMlCQcN9yqQ&t=0h0m15s)]. - **Event:** Oaktree Capital Management Global Investor Briefing, June 11, 2026 [[00:00:02](https://youtu.be/n6btoyTPfh4?si=rQOAjeMlCQcN9yqQ&t=0h0m0s)]. **1. Macro…

Jun 11, 2026·Macro / Economics
The Flip Side | 11 Jun 2026 | The Insight by Oaktree Capital

Goldman Sachs: Private Markets at an Inflection Point | 10 Jun 2026 | Exchanges

- **Host:** Allison Nathan - **Speakers:** - **Pete Lyon** – Global Co-Head of the Capital Solutions Group, Goldman Sachs Global Banking & Markets - **Michael (Mike) Brandmeyer** – Global Head and CIO of the External Investing Group, Goldman Sachs Asset Management - **Recording Date:** Tuesday, May 26, 2026 **1. Macro Context and Structural Evolution of Private Markets** - **The Super-Cycle (2010–2022):**…

Jun 10, 2026·Markets & Investments
Goldman Sachs: Private Markets at an Inflection Point | 10 Jun 2026 | Exchanges

Private capital monitor: Media narratives v the hard reality | June 3, 2026 | Deutsche Bank Research Institute

Executive summary by Deutsche Bank Research Institute: > - Private capital managers' confident Q1 performance is a stark contrast to the media and investor narratives that have focussed on concerns about credit quality, Al disruption and redemptions. We take a closer look at what this divide means for PC in 2026. - Al disruption: Our risk scoring and indexes show that PC managers were more worried about the…

Jun 4, 2026·Markets & Investments
Private capital monitor: Media narratives v the hard reality | June 3, 2026 | Deutsche Bank Research Institute

The Macro Brief – Future healthcare in focus | 2 Jun 2026 | HSBC Global Investment Research

**Executive Summary & Market Themes** - **Strategic Re-alignment:** HSBC Global Investment Research has officially added "Future Healthcare" as the latest structural addition to its *Nine Long-Term Drivers of Change* mega-themes tracking global market transitions [[00:00:53](https://youtu.be/2qyNDqQbT38?si=WbcZu_r2K5UPUzOm&t=53s)]. - **Speaker Panel:** Hosted by Peter Stuggle in London, featuring Rajesh Kumar,…

Jun 3, 2026·Markets & Investments
The Macro Brief – Future healthcare in focus | 2 Jun 2026 | HSBC Global Investment Research

What Do Private Equity Investors Look For? Blackstone's Playbook | 29 May 2026 | Blackstone

- **Courtney Reagan:** Host, Senior Editor of Blackstone Insights. - **Viral Patel:** CEO and a member of the Board of Directors of BXPE. Mr. Patel is a member of the Investment Committees for BXPE and Blackstone Growth.. **Executive Summary & Core Investment Philosophy [[00:00:30](https://youtu.be/nfMkQoiL6I4?t=30s)]** Blackstone’s private equity strategy manages a portfolio of more than 270 companies by…

May 31, 2026·Markets & Investments
What Do Private Equity Investors Look For? Blackstone's Playbook | 29 May 2026 | Blackstone

The Battle for the Future of Gaming | 28 May 2026 | Thoughts on the Market | Morgan Stanley

**Introduction & Attention Economics** - **Context & Timing:** The briefing was recorded on Wednesday, May 27, 2026, at 10:00 a.m. in New York by Matt Cost from Morgan Stanley's US Internet team. [[00:00:02](https://youtu.be/qJqG6E1XUyc?si=0Qoo8iL1KzG2DRUO&t=2s)] - **Attention Metrics:** Americans over the age of 15 spend an average of approximately 22 minutes per day playing video games. This allocation of daily…

May 28, 2026·Markets & Investments
The Battle for the Future of Gaming | 28 May 2026 | Thoughts on the Market | Morgan Stanley

3 Themes Investors Should Watch in 2026 | 27 May 2026 | J.P. Morgan Wealth Management

**Speakers:** Vinny Amaru (Global Investment Strategist), Ajene Oden (Global Investment Strategist) **Core Theme:** "Promise and Pressure" **Theme 1: Geopolitical & Supply Chain Fragmentation** **The Core Premise** Markets are operating under a regime where narrow, highly vulnerable physical corridors dictate global economic stability. Incidents of geopolitical friction force rapid, sharp asset repricing as…

May 27, 2026·Macro / Economics
3 Themes Investors Should Watch in 2026 | 27 May 2026 | J.P. Morgan Wealth Management

Constellation Software's New Era | 26 May 2026 Long Term Investing Podcast

**Podcast Profile & Speakers** - **Recording Date:** May 19, 2026 [[00:02:28](https://youtu.be/ehq3XIQMcgg?si=m4ftv5xYnZx_ydOv&t=00h02m28s)] - **Publishing Date:** May 26, 2026 - **Location:** Baskin Studios, Yonge and St. Clair, Toronto, Canada [[00:02:28](https://youtu.be/ehq3XIQMcgg?si=m4ftv5xYnZx_ydOv&t=00h02m28s)] - **Speakers:** * **Barry Schwarz:** President and Chief Investment Officer at Baskin Wealth…

May 26, 2026·Technology
Constellation Software's New Era | 26 May 2026 Long Term Investing Podcast

Multi-strategy investing for the changing macro regime featuring Scott Burr | 18 May 2026 | FireSide | Future Standard

> In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime. **1. Executive Overview & Speaker Profile** - Scott Burr introduces himself as a senior portfolio manager at Future Standard who manages a liquid…

May 25, 2026·Markets & Investments
Multi-strategy investing for the changing macro regime featuring Scott Burr | 18 May 2026 | FireSide | Future Standard

Investing in national security | Alternative Realities | J.P.Morgan

**Executive Summary & Background [[00:00:00](https://youtu.be/FJGWivI9kDE?si=ukBgkJ-z0gfkI-cN&t=0s)]** The episode features an in-depth conversation between Aaron Mulvahill and Jay Horine regarding J.P. Morgan Chase's newly launched Security and Resiliency Initiative. Driven by supply chain vulnerabilities exposed during the COVID-19 pandemic and changing geopolitical realities, the initiative marks a massive,…

May 21, 2026·Markets & Investments
Investing in national security | Alternative Realities | J.P.Morgan

The State of the Markets (May 2026)| 21 May 2026 | Charlie Bilello | Creative Planning

**Speaker & Context Overview** - **Speaker:** Charlie Bilello, Chief Market Strategist at Creative Planning [[00:00:00](http://www.youtube.com/watch?v=pJGsJOSAvCw&t=00h00m00s)]. - **Core Theme:** Strong corporate earnings are propelling equities to all-time highs despite a historic bond drawdown, sticky global inflation, and emerging pressure on real wage growth. **Chronological Table of Contents**…

May 21, 2026·Macro / Economics
The State of the Markets (May 2026)| 21 May 2026 | Charlie Bilello | Creative Planning

Here's the Deal | Woolpert | KKR

**Core Overview & Corporate Profile** - **The Subject:** KKR’s Direct Lending investment thesis and long-term capital partnership with **Woolpert** [[00:00:06](https://youtu.be/FyZHmyuqDuA?t=6s)]. - **Speaker:** Representative from KKR Private Credit / Direct Lending business [[00:00:41](https://youtu.be/FyZHmyuqDuA?t=41s)]. - **Target Profile:** Woolpert serves as a premier example of KKR’s core direct lending…

May 21, 2026·Markets & Investments
Here's the Deal | Woolpert | KKR

Deal Debrief: Fosber | Brookfield Perspectives

**Speaker Profiles & Introduction** - **Matt Holman** [[00:00:48](http://www.youtube.com/watch?v=so9qkOkhQzc&t=00h00m48s)]: Managing Director, Business Operations team within Brookfield’s Private Equity business. Joined the firm after serving as a long-time business operator, including 16 years at Polaris Industries and tenure as CEO of two independent companies, including Liberty Diversified International. -…

May 21, 2026·Markets & Investments
Deal Debrief: Fosber | Brookfield Perspectives

Here's the Deal | Calhoun 75 | KKR

**[00:00:08](https://youtu.be/CgJfwkXJ02E?si=fZU3JlW9S4wlXMJK&t=8s) Overview & Asset Profiling** - **Asset Name:** Calhoun 75 [[00:00:08](https://youtu.be/CgJfwkXJ02E?si=fZU3JlW9S4wlXMJK&t=8s)] - **Asset Type:** State-of-the-art industrial distribution center / warehouse [[00:00:14](https://youtu.be/CgJfwkXJ02E?si=fZU3JlW9S4wlXMJK&t=14s)] - **Acquisition Year:** Acquired in 2025…

May 21, 2026·Markets & Investments
Here's the Deal | Calhoun 75 | KKR

Upping developed stocks strategically | Market take | BlackRock

**Speaker & Context Details** - **Host:** Devon Nathwani, portfolio strategist at the BlackRock Investment Institute [[00:00:14](https://youtu.be/SvgeLIizJ6M?si=uvDV7XOUUWGSFGf6&t=00m14s)]. **Macro Drivers: The Battle of Mega Forces [[00:00:33](https://youtu.be/SvgeLIizJ6M?si=uvDV7XOUUWGSFGf6&t=00m33s)]** Mega forces are actively reshaping portfolio opportunities and shifting where the firm takes growth risk…

May 20, 2026·Macro / Economics
Upping developed stocks strategically | Market take | BlackRock

Going with the deal flow | Global Private Markets Quarterly | Q2 2026 | Carlyle

> The first half of 2026 highlights a definitive structural shift in global private and public markets. While the previous decade heavily favored "asset-light," software, and technology-driven business models, macro headwinds and technological transformations have sparked a pronounced rotation into "hard assets" and the "real economy". Despite severe geopolitical volatility and localized stress in certain asset…

May 19, 2026·Markets & Investments
Going with the deal flow | Global Private Markets Quarterly | Q2 2026 | Carlyle

Monday Report of 18th May 2026 | BORDIER & Cie Banquiers Privés

**1. Geopolitical Dynamics & Energy Bottlenecks [[00:00:04](https://youtu.be/JhDkGTifgis?t=4s)]** - **Diplomatic Stalemate:** Donald Trump’s diplomatic visit to Xi Jinping in Beijing yielded no major structural breakthroughs or new developments, neither on pressing economic fronts nor regarding the broader geopolitical situation in the Middle East [[00:00:10](https://youtu.be/JhDkGTifgis?t=10s)]. - **Chokepoint…

May 19, 2026·Markets & Investments
Monday Report of 18th May 2026 | BORDIER & Cie Banquiers Privés

Coatue: Public Markets Update | May 2026

> Coatue’s foundational thesis is that the public markets are undergoing a massive, structural **"productivity transition"**. While the headline macro narrative focuses on volatility, the market is aggressively repricing underneath the index level. We are currently witnessing the most violent sorting mechanism between structural AI winners and losers since the 2009 post-GFC era.

May 18, 2026·Markets & Investments
Coatue: Public Markets Update | May 2026

Growth Faces an Energy Test | Thoughts on the Market | Morgan Stanley

****Speaker Details** [[00:00:00](https://youtu.be/XZSSDB7SKiw?si=b1KfK2sDRxi8on1f&t=0s)]** - **Speaker:** Seth Carpenter [[00:00:00](https://youtu.be/XZSSDB7SKiw?si=b1KfK2sDRxi8on1f&t=0s)] - **Title:** Morgan Stanley’s Global Chief Economist and Head of Macro Research [[00:00:00](https://youtu.be/XZSSDB7SKiw?si=b1KfK2sDRxi8on1f&t=0s)] - **Context:** Morgan Stanley’s Midyear Economic Outlook Briefing…

May 17, 2026·Markets & Investments
Growth Faces an Energy Test | Thoughts on the Market | Morgan Stanley

Innovation and Inflation: Twin Forces Reshaping Portfolios | Goldman Sachs

- **Podcast Series:** Goldman Sachs Exchanges - **Episode Title:** Innovation and Inflation: Twin Forces Reshaping Portfolios - **Recording Date:** May 7, 2026 - **Publication Date:** May 13, 2026 - **Moderator:** **Allison Nathan** (Goldman Sachs Research) - **Panelists:** - **Christian Mueller-Glissmann**: Head of Asset Allocation, Goldman Sachs Research - **Alexandra Wilson-Elizondo**: Global Co-Head of…

May 17, 2026·Markets & Investments
Innovation and Inflation: Twin Forces Reshaping Portfolios | Goldman Sachs
Source
AIPE/VCPodcast
+11 more tag
Technology

The 7 Layers of the AI Data Center Stack ft. Guru Chahal | 8 Jul 2026 | Lightwork

1. Executive Briefing (TL;DR)

  • The Core Thesis: The rapid expansion of AI data centers marks a structural shift from traditional, retrieval-based architecture to dense, compute-heavy "AI factories." While public concern centers on the massive environmental and grid footprints of these facilities, compounding advancements across advanced cooling, machine learning optimization, and neuromorphic chip…
View Full Article
UJ
Jul 9, 2026
Source
Markets & InvestmentsPE/VCPodcast

The rise of the consumer health economy | 16 Jun 2026 | Barclays Brief

1. Introduction and Macro Shift [00:00:01]

  • Speakers: Hosted by Patrick, featuring Warren Aman, Head of European Consumer Staples Research at Barclays Bank [00:00:46].
  • The "Food as Medicine" Paradigm: Retail environments show a profound vocabulary shift. Standard grocery items are…
Source
PE/VCPodcastTechnology

S&P Global | DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains | The Decisive | 13 Jun 2026

  • Host: Neil Barbour, S&P Global Market Intelligence [00:00:01]
  • Guest: Chris Rogers, Head of Supply Chain Research at S&P Global Market Intelligence [00:00:12]

Topic 1: The Structural Mechanics of "DRAMageddon"

  • The High-Bandwidth Memory (HBM) Squeeze: Surging enterprise demand for…
Source
Markets & InvestmentsPE/VCReport, Blogs & Insights

Apollo Global: Software PE’s Aging Inventory Problem | June 11, 2026 | Torsten Slok's The Daily Spark

Source
AlternativesMacro / EconomicsMarkets & Investments
+22 more tags
Outlook / Update
Source
AlternativesMarkets & InvestmentsOutlook / Update
+11 more tag
PE/VC
Source
Alternatives
Source
Markets & InvestmentsPE/VCPodcast

The Macro Brief – Future healthcare in focus | 2 Jun 2026 | HSBC Global Investment Research

Executive Summary & Market Themes

  • Strategic Re-alignment: HSBC Global Investment Research has officially added "Future Healthcare" as the latest structural addition to its Nine Long-Term Drivers of Change mega-themes tracking global market transitions [00:00:53].
  • Speaker Panel: Hosted by Peter Stuggle in London, featuring Rajesh Kumar,…
Source
AlternativesMarkets & InvestmentsPE/VC
+11 more tag
Podcast
Source
Markets & InvestmentsPE/VCPodcast

The Battle for the Future of Gaming | 28 May 2026 | Thoughts on the Market | Morgan Stanley

Introduction & Attention Economics

  • Context & Timing: The briefing was recorded on Wednesday, May 27, 2026, at 10:00 a.m. in New York by Matt Cost from Morgan Stanley's US Internet team. [00:00:02]
  • Attention Metrics: Americans over the age of 15 spend an average of approximately 22 minutes per day playing video games. This allocation of daily…
Source
Macro / EconomicsMarkets & InvestmentsPE/VC
+11 more tag
Podcast
Source
PE/VCPodcastTechnology

Constellation Software's New Era | 26 May 2026 Long Term Investing Podcast

Podcast Profile & Speakers

  • Recording Date: May 19, 2026 [00:02:28]
  • Publishing Date: May 26, 2026
  • Location: Baskin Studios, Yonge and St. Clair, Toronto, Canada [00:02:28]
  • Speakers: * Barry Schwarz: President and Chief Investment Officer at Baskin Wealth…
Source
AlternativesMarkets & InvestmentsPE/VC
+11 more tag
Podcast
Source
Markets & InvestmentsPE/VCPodcast

Investing in national security | Alternative Realities | J.P.Morgan

Executive Summary & Background [00:00:00] The episode features an in-depth conversation between Aaron Mulvahill and Jay Horine regarding J.P. Morgan Chase's newly launched Security and Resiliency Initiative. Driven by supply chain vulnerabilities exposed during the COVID-19 pandemic and changing geopolitical realities, the initiative marks a massive,…

Source
Macro / EconomicsMarkets & InvestmentsPE/VC
+22 more tags
Podcast
Source
AlternativesMarkets & InvestmentsPE/VC
+11 more tag
Podcast
Source
AlternativesMarkets & InvestmentsPE/VC
+11 more tag
Podcast
Source
AlternativesMarkets & InvestmentsPE/VC
+11 more tag
Podcast
Source
EquityFixed IncomeMacro / Economics
+33 more tags
Markets & Investments
Source
Markets & Investments
Source
EquityMarkets & InvestmentsPE/VC
+11 more tag
Podcast
Source
AI
Source
EquityMarkets & InvestmentsPE/VC
+22 more tags
Podcast
Source
EquityFixed IncomeMarkets & Investments
+22 more tags
PE/VC
View Full Article
UJ
Jun 16, 2026
View Full Article
UJ
Jun 14, 2026

Sources: S&P Global Market Intelligence, Apollo Chief Economist

Apollo Global: Software private equity is sitting on an aging inventory, with nearly 900 of roughly 3,250 active portfolio companies held five years or longer and most of the rest bought during the 2020 to 2021 zero-rate era, see chart. Clogged exit channels since the Fed began hiking in 2022 are keeping GPs holding software assets well past the…

View Full Article
UJ
Jun 11, 2026
PE/VC

The Flip Side | 11 Jun 2026 | The Insight by Oaktree Capital

  • Speakers: Howard Marks (Co-Chairman, Oaktree Capital Management), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Armen Panossian (Head of Performing Credit) [00:00:15].
  • Event: Oaktree Capital Management Global Investor Briefing, June 11, 2026 [00:00:02].

**1. Macro…

View Full Article
UJ
Jun 11, 2026

Goldman Sachs: Private Markets at an Inflection Point | 10 Jun 2026 | Exchanges

  • Host: Allison Nathan
  • Speakers:
  • Pete Lyon – Global Co-Head of the Capital Solutions Group, Goldman Sachs Global Banking & Markets
  • Michael (Mike) Brandmeyer – Global Head and CIO of the External Investing Group, Goldman Sachs Asset Management
  • Recording Date: Tuesday, May 26, 2026

1. Macro Context and Structural Evolution of Private Markets

  • The Super-Cycle (2010–2022):…
View Full Article
UJ
Jun 10, 2026
Markets & Investments
PE/VC
+11 more tag
Report, Blogs & Insights

Private capital monitor: Media narratives v the hard reality | June 3, 2026 | Deutsche Bank Research Institute

Executive summary by Deutsche Bank Research Institute:

  • Private capital managers' confident Q1 performance is a stark contrast to the media and investor narratives that have focussed on concerns about credit quality, Al disruption and redemptions. We take a closer look at what this divide means for PC in 2026. - Al disruption: Our risk scoring and indexes show that PC managers were more worried about the…
View Full Article
UJ
Jun 4, 2026
View Full Article
UJ
Jun 3, 2026

What Do Private Equity Investors Look For? Blackstone's Playbook | 29 May 2026 | Blackstone

  • Courtney Reagan: Host, Senior Editor of Blackstone Insights.
  • Viral Patel: CEO and a member of the Board of Directors of BXPE. Mr. Patel is a member of the Investment Committees for BXPE and Blackstone Growth..

Executive Summary & Core Investment Philosophy [00:00:30] Blackstone’s private equity strategy manages a portfolio of more than 270 companies by…

View Full Article
UJ
May 31, 2026
View Full Article
UJ
May 28, 2026

3 Themes Investors Should Watch in 2026 | 27 May 2026 | J.P. Morgan Wealth Management

Speakers: Vinny Amaru (Global Investment Strategist), Ajene Oden (Global Investment Strategist) Core Theme: "Promise and Pressure"

Theme 1: Geopolitical & Supply Chain Fragmentation

The Core Premise Markets are operating under a regime where narrow, highly vulnerable physical corridors dictate global economic stability. Incidents of geopolitical friction force rapid, sharp asset repricing as…

View Full Article
UJ
May 27, 2026
View Full Article
UJ
May 26, 2026

Multi-strategy investing for the changing macro regime featuring Scott Burr | 18 May 2026 | FireSide | Future Standard

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime.

1. Executive Overview & Speaker Profile

  • Scott Burr introduces himself as a senior portfolio manager at Future Standard who manages a liquid…
View Full Article
UJ
May 25, 2026
View Full Article
UJ
May 21, 2026
US

The State of the Markets (May 2026)| 21 May 2026 | Charlie Bilello | Creative Planning

Speaker & Context Overview

  • Speaker: Charlie Bilello, Chief Market Strategist at Creative Planning [00:00:00].
  • Core Theme: Strong corporate earnings are propelling equities to all-time highs despite a historic bond drawdown, sticky global inflation, and emerging pressure on real wage growth.

Chronological Table of Contents…

View Full Article
UJ
May 21, 2026

Here's the Deal | Woolpert | KKR

Core Overview & Corporate Profile

  • The Subject: KKR’s Direct Lending investment thesis and long-term capital partnership with Woolpert [00:00:06].
  • Speaker: Representative from KKR Private Credit / Direct Lending business [00:00:41].
  • Target Profile: Woolpert serves as a premier example of KKR’s core direct lending…
View Full Article
UJ
May 21, 2026

Deal Debrief: Fosber | Brookfield Perspectives

Speaker Profiles & Introduction

  • Matt Holman [00:00:48]: Managing Director, Business Operations team within Brookfield’s Private Equity business. Joined the firm after serving as a long-time business operator, including 16 years at Polaris Industries and tenure as CEO of two independent companies, including Liberty Diversified International. -…
View Full Article
UJ
May 21, 2026

Here's the Deal | Calhoun 75 | KKR

00:00:08 Overview & Asset Profiling

  • Asset Name: Calhoun 75 [00:00:08]
  • Asset Type: State-of-the-art industrial distribution center / warehouse [00:00:14]
  • Acquisition Year: Acquired in 2025…
View Full Article
UJ
May 21, 2026
PE/VC
Podcast

Upping developed stocks strategically | Market take | BlackRock

Speaker & Context Details

  • Host: Devon Nathwani, portfolio strategist at the BlackRock Investment Institute [00:00:14].

Macro Drivers: The Battle of Mega Forces [00:00:33] Mega forces are actively reshaping portfolio opportunities and shifting where the firm takes growth risk…

View Full Article
UJ
May 20, 2026
PE/VC
Report, Blogs & Insights

Going with the deal flow | Global Private Markets Quarterly | Q2 2026 | Carlyle

The first half of 2026 highlights a definitive structural shift in global private and public markets. While the previous decade heavily favored "asset-light," software, and technology-driven business models, macro headwinds and technological transformations have sparked a pronounced rotation into "hard assets" and the "real economy". Despite severe geopolitical volatility and localized stress in certain asset…

View Full Article
UJ
May 19, 2026

Monday Report of 18th May 2026 | BORDIER & Cie Banquiers Privés

1. Geopolitical Dynamics & Energy Bottlenecks [00:00:04]

  • Diplomatic Stalemate: Donald Trump’s diplomatic visit to Xi Jinping in Beijing yielded no major structural breakthroughs or new developments, neither on pressing economic fronts nor regarding the broader geopolitical situation in the Middle East [00:00:10].
  • **Chokepoint…
View Full Article
UJ
May 19, 2026
Markets & Investments
PE/VC
+22 more tags
Report, Blogs & InsightsTechnology

Coatue: Public Markets Update | May 2026

Coatue’s foundational thesis is that the public markets are undergoing a massive, structural "productivity transition". While the headline macro narrative focuses on volatility, the market is aggressively repricing underneath the index level. We are currently witnessing the most violent sorting mechanism between structural AI winners and losers since the 2009 post-GFC era.

View Full Article
UJ
May 18, 2026
US

Growth Faces an Energy Test | Thoughts on the Market | Morgan Stanley

Speaker Details [00:00:00]

  • Speaker: Seth Carpenter [00:00:00]
  • Title: Morgan Stanley’s Global Chief Economist and Head of Macro Research [00:00:00]
  • Context: Morgan Stanley’s Midyear Economic Outlook Briefing…
View Full Article
UJ
May 17, 2026
Podcast

Innovation and Inflation: Twin Forces Reshaping Portfolios | Goldman Sachs

  • Podcast Series: Goldman Sachs Exchanges
  • Episode Title: Innovation and Inflation: Twin Forces Reshaping Portfolios
  • Recording Date: May 7, 2026
  • Publication Date: May 13, 2026
  • Moderator: Allison Nathan (Goldman Sachs Research)
  • Panelists:
  • Christian Mueller-Glissmann: Head of Asset Allocation, Goldman Sachs Research
  • Alexandra Wilson-Elizondo: Global Co-Head of…
View Full Article
UJ
May 17, 2026