Chart of the Day
Non-Bank Finance Is Now Half the System
For universal owners, systemic risk increasingly sits in funds, asset managers, insurers, pensions and private-market vehicles — not only banks.
Topic
Chart of the Day
Coverage, charts, video and research on Chart of the Day for universal owners.
Latest in Chart of the Day
Chart of the Day
AI's Electricity Bill Becomes an Asset-Owner Problem
The AI trade is moving from chips and software into power markets, utilities, transmission, cooling, data centres and infrastructure capital.
Chart of the Day
Private Markets' Liquidity Problem Is Not Fundraising. It Is Getting Cash Back.
Private market AUM has scaled faster than the mechanisms for returning capital to LPs.
Chart of the Day
The $70 Trillion Pension Gravity Well
Asset-backed retirement capital has become one of the largest pools of long-horizon money in the world.
Chart of the Day
The Alternatives Machine Is Still Getting Bigger
Private markets are becoming too large to be treated as "alternative" in the old sense.
The Daily Brief
The morning briefing for the people who allocate long-horizon capital.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
Five minutes, five days a week. Complimentary — subscriptions are reviewed by our editorial desk, and you'll receive a notice once approved.
You’re on the list. Tomorrow’s brief will arrive in your inbox.
Please enter a valid email.