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This KKR report from April 2026 outlines a strategic shift from reacting to market "noise"—volatility, geopolitical tension, and AI disruption—to focusing on fundamental value across private markets. The overarching thesis is that current complexities are creating "historically attractive" entry points for disciplined investors.
Executive Summary: Private Markets Reframed
The investment landscape is defined…
Robotics Report: China Edition | Apr 7, 2026 | F-Prime
Monthly Global Macro Outlook (Apr 2026) : Messy Resolution | Fidelity International
Fidelity: Investment Outlook - Q2 2026
Private equity house views 2026 (Feb 2026) | Stepstone #Report
How the Chinese Economy Works. | Hudson Institute
For complete article, visit BVP
Summary
This is a pivotal shift in the AI investment thesis. In 2024, the "Gold Rush" was about building the brains (foundation models and training data). By 2026, the focus has shifted to the nervous system—the infrastructure required to make AI functional, persistent, and physically aware in…
US Housing Outlook: Higher mortgage rates not helpful (March 2026) | Apollo
We estimate AI end-user revenue must climb to a range of $1.5 trillion to $2 trillion by 2030. ... Based on some back-of-the-envelope math incorporating hyperscaler guidance, announced projects, and third-party demand projections, we estimate that the market is currently expecting $4 trillion to $5 trillion of digital infrastructure investment by 2030. For this investment to deliver an acceptable return, we…
Author: Rob Bittencourt, Partner & Head of Apollo Thematic Investing
The Core Thesis: HALO is the New Paradigm
Apollo argues that the investment zeitgeist has fundamentally shifted away from capital-light, high-margin software businesses toward what they term HALO — Hard Assets, Low Obsolescence. Factories, fiber, and railroads are back in vogue, driven largely by AI-induced obsolescence fears in the…
From 51 to 5: Mapping the U.S. Defense Industrial Base Consolidation. “Last Supper” (DoD consolidation push) in 1993 triggered rapid mergers across the defense industry. #J.P.Morgan
An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan
India’s Coffee Inflection Report by Prath Ventures
Shattered Assumptions And The Energy Quandary | Louis-Vincent Gave | Gavekal Research Report
The Big Picture: A Genuine Technological Revolution
Redpoint opens with a bold framing: AI is not hype — it's a capital expenditure wave comparable to railroads, electrification, and the internet. Hyperscaler CapEx is projected to hit $765B in 2026 and $779B in 2027, growing at a 36% CAGR from 2024. Critically, they argue this is not a dotcom bubble repeat. Unlike 2000, where fiber utilization was…
KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team
Field report following meetings with CEOs, policymakers, and investors in Tokyo
Bottom line
The Global Investment Strategy View | March 2026 | J.P. Morgan
Executive Summary
India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…
State of AI in Europe – The Invisible Giant | Mar 2026 | Dealroom & Prosus
The European Deep Tech Report 2026 | Report | Dealroom. Link to the map segment:- Map
WisdomTree Market Outlook: Opportunity in Dispersion | March 2026
Nuclear fusion: Inflection point or a power related hype? #UBS #Report
1. Metadata & Credentials
Holden Spaht's LinkedIn Post: "...We recognize of course that the conventional narrative around software in the last few months is nearly dystopian. But we believe that narrative is oversimplified, and the data tells us something quite different. Public SaaS companies have grown their top line…