The Great Inversion: Investment Opportunities Amid a New Paradigm

Published on August 27, 2026

The most durable assumption in global investing is also the most outdated: that the United States is fundamentally a consumption story and China is fundamentally a capital-expenditure story.

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Private Credit Investors Prefer To Be Trapped Than Take 26% Loss

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The limited appetite to exit suggests that the angst around private credit has limits.

Victory Capital’s $571 Billion Acquisition Creates Asset Giant

August 27, 2026
Victory Capital Holdings, Inc. (VCTR) announced an acquisition of First Eagle Investments Wednesday, a deal that will create a combined asset manager with $571 billion in client assets, the companies said.