News
Starwood REIT Slashes Redemptions as Liquidity Crunch Deepens Across Non-Traded Real Estate Funds
8+ hour, 38+ min ago (1639+ words) The headline numbers are stark. Starwood Real Estate Income Trust reported a net loss attributable to stockholders of roughly$112. 9 millionfor the first quarter of 2026, while also disclosing approximately$4 billion of indebtednesscoming due within 12 months, including mortgage notes, secured credit facilities…...
BDC Outflows Outpace Inflows: Private Credit's Retail Reset Enters a New Phase:
8+ hour, 42+ min ago (1665+ words) According to Robert A. Stanger & Co. , non-listed BDCs raised roughly$4. 9 billionin gross sales during the first quarter of 2026, down46%from the fourth quarter of 2025 and down59%from the first quarter of 2025. At the same time, sponsors met approximately$6. 9 billionin redemption requests, meaning outflows…...
Private Credit's "Reckoning" Moment: Regulators Turn Up the Heat on the $2 Trillion Shadow-Lending Boom
8+ hour, 38+ min ago (1632+ words) (Hedge Co. Net) The private credit industry is entering a new phase'one defined less by explosive growth and more by scrutiny, transparency demands, redemption pressure and the difficult question of whether a market built outside the traditional banking system can…...
Apollo Explores $3 B Portfolio Sale as Private Credit Enters a More Demanding Cycle:
8+ hour, 38+ min ago (236+ words) According to reports, Apollo has held talks about selling Mid Cap Financial Investment Corp. , a publicly listed business development company tied to loans originated by Apollo's Mid Cap Financial platform. The vehicle is reportedly valued at approximately $3 billion, with discussions…...
Altcoin ETF "Volume War" Signals Wall Street's Next Crypto Land Grab:
8+ hour, 38+ min ago (360+ words) (Hedge Co. Net) The altcoin ETF market is entering a new phase, and the early signs suggest that Wall Street's appetite for digital assets beyond Bitcoin and Ether is no longer theoretical. This is where the opportunity and the risk…...
The "Hardware Golden Age: AI Infrastructure Trade Powers a Huge Month for Tech Hedge Funds | Hedge Co Insights
3+ day, 8+ hour ago (882+ words) The "Hardware Golden Age: AI Infrastructure Trade Powers a Huge Month for Tech Hedge Funds Hedge Co. net The "Hardware Golden Age: AI Infrastructure Trade Powers a Huge Month for Tech Hedge Funds (Hedge Co. Net) " The artificial intelligence trade…...
Point72s AI Standout: Steve Cohens Turion Fund Is a Defining Trade of the AI Infrastructure Boom
3+ day, 8+ hour ago (554+ words) The performance stands out even in a strong month for hedge funds. The broader technology-focused hedge fund category surged in April as AI hardware, chipmakers, and computing-power suppliers rallied sharply. The Pivotal Path index for stock-picking funds reportedly gained 6. 5% in…...
AI M&A Surge: Why Software, Infrastructure and "Middleware" Have Become the New Battleground for Alternative Investment Firms:
3+ day, 7+ hour ago (1065+ words) (Hedge Co. Net) "Artificial intelligence is no longer just a venture-capital story or a public-market momentum trade. It has become one of the most important forces reshaping mergers and acquisitions, with strategic buyers, private equity sponsors, infrastructure investors, and mega…...
Bridgewater's Gold Conviction: Why Ray Dalio's 15% Allocation Thesis Is Back at the Center of the Macro Trade
3+ day, 8+ hour ago (1128+ words) The market backdrop has made the argument harder to ignore. Gold has traded at historically elevated levels in 2026, with Comex gold settling at $4, 678. 10 per troy ounce on May 14 and spot gold trading near $4, 613 on May 15, according to recent market reports....
Private Credit's "Retail Reset: Why Transparency Has Become the Industry's Most Important Product
3+ day, 8+ hour ago (857+ words) That shift is creating what may be the defining private markets story of 2026: the private credit "retail reset." The result is a credibility test. Private credit managers are not just managing portfolios. They are managing confidence. The pressure is also…...