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Hedge funds bought technology stocks last week at the fastest pace in nearly three months, driven by renewed demand for companies exposed to artificial intelligence, according to a Goldman Sachs note. The buying was broad-based, with technology shares purchased in every major region except Europe. The largest inflows in dollar terms were recorded in North… Continue reading Goldman Sachs says hedge funds are piling back into AI stocks

Canadian pension fund OMERS has agreed to sell its 25% stake in Spanish energy logistics company Exolum to European real assets investment firm Stoneshield Capital and another investor, according to a joint statement released on Friday. Under the agreement, Stoneshield will acquire a 15% stake in Exolum. The firm had already purchased close to 5%… Continue reading Canada’s OMERS to sell 25% stake in Spanish energy firm Exolum

Kuark Capital, a Hong Kong-based investment firm led by Taiwanese investor Kyle Su, has raised at least $400 million ahead of the launch of a new hedge fund focused on artificial intelligence-related investments in Asia. The fund will target opportunities in Taiwan and Japan and adopt a low-net equity long-short strategy designed to limit overall… Continue reading Kuark bets big on Asia AI boom with $400 million hedge fund

Two of the most consequential American startups – Anthropic and Anduril – are leading the new era in unicorns as the artificial intelligence boom accelerates. Anthropic is matching towards $1 trillion valuation  A key news this week came from Anthropic, which is reportedly raising between $30 billion and $50 billion in funding at a $900… Continue reading Anthropic and Anduril raise billions as a new era in unicorns starts

An investor in one of Blue Owl Capital’s private credit funds has filed a lawsuit in New York, accusing the firm’s investment adviser of breaching fiduciary duties by inflating asset values to extract excessive fees. The complaint, filed Monday in the US District Court in Manhattan, was brought by Richard Delman, a shareholder in Blue… Continue reading Investor sues Blue Owl adviser over fund valuations, fees

Several major North American pension systems are maintaining their exposure to private credit investments despite increasing stress within the sector, as per a Reuters report. Among them, the California State Teachers’ Retirement System continues to hold positions in private credit funds, including those managed by Blue Owl Capital Inc. According to LSEG data cited by… Continue reading North American pension funds stick with private credit bets despite risks

A prolonged conflict in the Middle East is beginning to ripple through US short-term credit markets, with early signs of strain emerging in key funding channels. Short-term credit spreads have widened in recent weeks, reflecting growing investor unease about a drawn-out war and a broader shift toward risk aversion. Analysts say the changes, while still… Continue reading US credit markets flash warning signs as Iran war risks deepen

Blue Owl said in shareholder letters issued Thursday that its flagship Blue Owl Credit Income Corp. (OCIC), which manages about $36 billion in assets, received redemption requests equivalent to 21.9% of its outstanding shares in the first quarter. Its smaller, technology-focused fund, OTIC, saw even higher demand for withdrawals at 40.7%. In both cases, the… Continue reading Why Blue Owl stock is sinking around 8% today

The private credit industry, one of the fastest-growing corners of global finance over the past decade, is facing an unexpected stress test as investors attempt to withdraw billions of dollars from funds that helped fuel its expansion. Rising redemption requests across several large private credit vehicles have forced fund managers to impose limits on withdrawals,… Continue reading As investors seek exits, is private credit’s liquidity model breaking?