Duquesne Family Office Adds $1B in Stocks

 
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Druckenmiller's Equity Bets Hit Seven-Year Peak
Duquesne Family Office adds $1 billion in U.S. stocks, including Microsoft and Entegris, in one of its busiest quarters ever.
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Selective Keeps Its Distance from Risk Assets Amid Strong Bond Yields
"You're getting paid pretty well to be in fixed income," says CIO Joseph Eppers. "So why do I need to take risk or go down in quality or duration?"
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Private Credit's Rapid Growth Through BDCs Could Erode Quality, Returns
"These 'hyperscalers' may be propelling their investors on an undetected ride of forced deployment, which we believe is likely to increase credit risk and erode returns."
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How Wary Asset Managers Learned to Stop Worrying and Embrace Crypto
Trump is rolling out the red carpet for crypto converts, and institutional investors are (cautiously) taking the leap. 
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