UAO Research
Who Funds the Grid the AI Boom Needs — and Who Pays If They Don't?
Research & Commercial Insight · The Long Horizon · Sunday, June 14, 2026 For most investors, artificial intelligence is a question about which companies
Topic
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UAO Research
Who Controls the On/Off Switch for a Trillion Dollars?
UAO Research · June 11, 2026 · Capital Flows · Feeds: Capital Flow Watch When S&P Dow Jones Indices announced on June 4
UAO Research
When the biggest pension deletes the policy portfolio: does the total portfolio approach actually work?
UAO Research · June 10, 2026 · Pensions · Feeds: Pension Strategy Watch On July 1, CalPERS retires the strategic asset allocation model and begins
UAO Research
When the shock is on the supply side, what hedges a universal owner's book?
Research & Commercial Insight — Macro & the Long-Term Portfolio. UAO Research, June 8, 2026. The question. Every long-horizon portfolio is
UAO Research
One position, four desks: the universal owner and the AI-power trade
Research & Commercial Insight — AI and the Long-Term Portfolio. UAO Research, June 7, 2026. The question. The AI-infrastructure buildout is
UAO Research
Is the universal owner funding a compute boom it cannot power?
UAO Research · June 6, 2026 · AI & the Long-Term Portfolio · Feeds: the AI-infrastructure / energy thread Friday's $30 billion,
UAO Research
Research & Commercial Insight
Private credit is the risk every regulator now names. Is the universal owner being paid for a danger that is, by their
UAO Research
Research & Commercial Insight
Is "safe haven" still a place? The global capital map is fragmenting along an official-versus-private line. Capital Flow
UAO Research
Is the illiquidity premium still being paid? Pensions split at the July 1 turn.
UAO Research · June 3, 2026 · Pensions & Retirement · Feeds: Pension Strategy Watch For thirty years the textbook answer was settled: a pension
UAO Research
When a sovereign fund deploys fastest into its own war, is that resilience — or concentration risk wearing the mask of conviction?
UAO Research · June 2, 2026 · Sovereign / Gulf · Feeds: Sovereign Wealth Monitor The five biggest Gulf sovereign funds spent close to $26 billion
UAO Research
Sovereign funds are sprinting into private markets while pensions pull back. Is that a split in conviction — or in liquidity?
UAO Research · June 1, 2026 · Private markets / Institutional allocation · Feeds: the private-markets allocation theme The two largest tribes of universal owners
UAO Research
When you own the whole market but can't out-vote the founder, has AI stewardship hit its ceiling?
UAO Research · May 29, 2026 · Stewardship, Governance & Risk · Feeds: The Universal Owner Risk Radar A universal owner holds the AI build-
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