Daily Brief
A pension fund just agreed to build 5 gigawatts | Jun 7
AirTrunk's $30bn India commitment, hyperscaler capex near $725bn, and the grid bill landing on ratepayers — plus one chart.
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Briefings, research, charts and analysis on the institutions, capital flows and systemic risks shaping long-horizon portfolios.
Daily Brief
Thirty billion for five gigawatts of AI compute | Jun 6
A Blackstone- and CPP-backed operator pledges $30bn for India data centres, Gulf funds keep spending — and the real ceiling is power, not money. Plus one chart.
Daily Brief
The watchdog's new worry: several shocks at once | Jun 5
The FSB names two fresh dangers, private-credit defaults hit a record, and the world's largest fund's ethics machine is paused — plus one chart.
Daily Brief
The Gulf kept buying through the war | Jun 4
Sovereign capital flowed to developed markets even as reserve managers trimmed the dollar — and one chart.
Daily Brief
Pensions split on private markets at July 1 | Jun 3
Alaska trims, Washington builds, the FSB warns — and one chart.
Daily Brief
Gulf funds spent $26bn through the war | Jun 2
A faster pace than the prior five years, the Strait shut — and one chart.
Daily Brief
China's factory data splits in two as Wall Street prints records | Jun 1
Official PMI stalls at 50.0, the private survey jumps to 51.8 — and one chart.
Daily Brief
Record highs on a ceasefire bet | May 30
Wall Street closed May at records, the curve rallied, and the ECB called the calm borrowed — plus a wall-to-wall data week, and one chart.
Daily Brief
Meta's AGM and the ceiling of stewardship | May 29
Every AI-governance proposal lost, the biggest fund couldn't move it, and one chart.
Daily Brief
Korea's $1.2trn pension votes today | May 28
A "tilt home" decision in Seoul, a $4.2bn AI bet from Jakarta, and one chart of the new mega-allocator policy mix.
Daily Brief
CalPERS tears down its silos | May 27
A 17% PE target, a new 8% private-credit bucket, the FSB's first private-credit warning — and one chart.
Daily Brief
Sovereign capital is now AI's banker | May 26
$15tn in state hands, the Gulf 7 at 43% of all dealmaking, Indonesia joins — and one chart.