Category Archives: Alternative Investments
3) Apollo: Why Private Credit Is Reshaping the Firm’s DNA
(HedgeCo.Net) At Apollo Global Management, private credit is no longer one pillar among many — it is the firm’s defining identity. Origination at Industrial Scale Apollo has built one of the most sophisticated credit origination platforms in the world, sourcing loans […]
Carlyle’s Reset: Governance, Focus, and the Push for Performance Consistency
Carlyle Group enters 2026 in reset mode, following leadership changes and a renewed emphasis on accountability. Governance Comes to the Fore Carlyle has streamlined its investment platforms, clarified decision-making authority, and tightened performance benchmarks. The goal: reduce dispersion and rebuild investor […]
Brookfield’s 2026 Signal: Infrastructure, Data Demand, and the Institutionalization of “AI Real Assets”
(HedgeCo.Net) If 2025 was the year investors talked about AI, 2026 is looking like the year they underwrite what AI needs—power, cooling, fiber, logistics, and long-duration infrastructure. Brookfield Asset Management announced it will host its Q4 and full-year 2025 results call on Feb. […]
Real Assets’ New Center of Gravity: AI Data Centers Pull Infrastructure Capital Into Overdrive
(HedgeCo.Net) Infrastructure investing has always been about the essential—roads, ports, power lines, pipelines. In 2026, the essential looks different: compute, power access, grid interconnection, and data-center campuses. Today’s clearest proof point comes from KKR, which is investing $1.5 billion into its European data-center platform, […]
How Alternative Asset Giants Are Repositioning for 2026 Growth
(HedgeCo.Net) As 2025 draws to a close, the world’s largest alternative investment firms are executing bold strategic shifts aimed at positioning themselves for accelerated growth in 2026 and beyond. From cautious capital deployment to expanded retail access and major partnerships, […]
“Hedge Fund Performance Shifts — Viking Global Trails Tiger Cub Peers Market Rally”
(HedgeCo.Net) The hedge fund world is known for fierce competition and shifting fortunes — and today’s data shows that Viking Global is lagging its Tiger Cub peers in 2025 performance, even as tech-led market rallies boost others. Business Insider ? Performance Breakdown In […]
Tiger Global Returns to “High-Conviction” Private Investing
(HedgeCo.Net) Tiger Global is charting a strategic departure from mega-fundraising to smaller, focused private investment funds that emphasize deep expertise and conviction. The firm’s upcoming PIP 17 fund is targeting roughly $2 billion, a fraction of prior mega-funds but following a more disciplined, concentrated […]
KKR Expands Retail Access and AI Datacenter Footprint
(HedgeCo.Net). KKR is in the headlines on several fronts as it deepens its reach into both retail wealth channels and AI-linked infrastructure. In London, the global investment firm has teamed up with Quilter Cheviot, the high-net-worth wealth management arm of […]
Brookfield and Qatar’s Qai Launch $20 Billion AI Infrastructure Joint Venture
(HedgeCo.Net) Brookfield Asset Management is taking its AI infrastructure ambitions global, unveiling a new $20 billion joint venture with Qatar’s Qai to build and operate next-generation digital infrastructure around the world. The JV will focus on high-performance data-centers, energy supply […]
Ares Management Joins the S&P 500 as Private Credit Titans Step Onto Center Stage
(HedgeCo.Net) Ares Management is set to become the latest alternative asset manager to join the S&P 500, marking another milestone in the mainstreaming of private credit and alternatives in public equity benchmarks.Private Equity Wire S&P Dow Jones Indices has announced […]