Picks and Shovels in U.S. Housing Market

Published on February 12, 2026

Over the last three months, the housing conversation has warmed up again. Markets seem to be saying the next chapter could be “more activity”; i.e., more housing starts, more remodeling, more jobs coming off the sidelines as confidence improves.

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Janus Henderson Affiliates Privacore Capital and Victory Park Capital Launch First Interval Fund focused on Private Asset-Backed Credit

February 12, 2026
Janus Henderson affiliates Privacore Capital and Victory Park Capital are launching their first interval fund focused on private asset-backed credit, the Privacore VPC Asset Backed Credit Fund (AltsABF).

Looking Through Gold’s Volatility

February 12, 2026
Gold’s stomach churning volatility – up some 30% in less than a month since the start of the year, only to subsequently lose 20% in a matter of days – has, unsurprisingly, left some investors doubting its role as a hedging asset.