De-Dollarization Without Capital Flight + Other Top Stories of the Week

The Essential

De-Dollarization Doesn’t Mean Capital Is Leaving America Global investors are swapping Treasuries for U.S. ports, power grids, and data centers — turning financial claims into ownership of real assets.

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CIO Lab: Minnesota July 22, 2026 | Landings Hotel

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The AI Trade Beyond the Mag Seven Is Paying Off for Tekne The hedge fund has found “hidden gem” AI winners in Europe, China and other Asian countries. View Now

Negative Cash Flow Pushes Sacramento County Deeper Into Private Credit CIO Steve Davis is targeting equity-like returns — with downside protection — by doubling down on collateral-backed lending. View Now SPONSORED Capital Markets, Reframed: A Corporate Defined Benefit Perspective View Now

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Principal, Investments ​ Indiana University Health ​ Learn More ​ Principal, Private Markets (Real Estate) ​ OPTrust ​ Learn More ​ Associate, Investments – Public Markets ​ Strategic Investment Group ​ Learn More ​ Investment Associate, Global Infrastructure Solutions - GIP ​ BlackRock ​ Learn More ​

Midwest Insurance Forum September 9, 2026 | The Rewind West Des Moines, Tapestry Collection by Hilton

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