Market Intelligence

Secondary Market Just Hit A Record $121B In Six Months

Sep 25, 2026

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1 min read

Secondary Market Just Hit A Record $121B In Six Months

Private asset secondaries hit a record $226B last year, up 41% in a single year. In H1 2026 alone, volume has already hit $121B, and GP-led deals are now driving more volume than LP exits.

Jordon Barnett

Market Intelligence

Ares Bundles $3.4B Of Private Credit For World Record Secondaries Sale

Sep 25, 2026

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1 min read

Ares Bundles $3.4B Of Private Credit For World Record Secondaries Sale

Ares is exploring a $3.4B sale of LP stakes in a European private credit fund, potentially the largest secondary transaction ever recorded. The PC secondaries market has grown 5x since 2019.

Jordon Barnett

Market Intelligence

Kuwait Signs A Record $16B Deal With Blackstone, Brookfield & KKR

Sep 25, 2026

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1 min read

Kuwait Signs A Record $16B Deal With Blackstone, Brookfield & KKR

Kuwait signed a record $16B lease-and-leaseback deal on its crude oil pipeline network with Blackstone, Brookfield, and KKR, walking away with $7.85B in cash to fund its energy expansion.

Jordon Barnett

YouTube Transcript

HSBC Pulls Back From the $3.5 Trillion Private Credit Market After Major Bankruptcies

Sep 2, 2026

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2 min read

HSBC Pulls Back From the $3.5 Trillion Private Credit Market After Major Bankruptcies

HSBC is pulling back from the riskiest part of a $3.5 trillion market after taking a $400 million charge tied to a lender it never lent to directly. The loss travelled through two intermediaries before it landed. For private credit funds, borrowing against their own loan books just got harder and more expensive.

Jordon Barnett

Market Intelligence

Brookfield Is Building A $100B AI Infrastructure Empire WITH NVIDIA

Aug 30, 2026

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1 min read

Brookfield Is Building A $100B AI Infrastructure Empire WITH NVIDIA

Brookfield launched a $100B AI infrastructure program backed by NVIDIA and Kuwait's sovereign wealth fund. The fund targets the physical backbone of AI - power, land, data centres, and compute.

Jordon Barnett

Market Intelligence

The UK recently Launched A £500M Sovereign AI Fund

Aug 26, 2026

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1 min read

The UK recently Launched A £500M Sovereign AI Fund

The UK launched a £500M sovereign AI fund in April 2026, making direct equity investments into home-grown AI startups. It's the latest move to reduce strategic dependence on US and Asian technology.

Jordon Barnett

Market Intelligence

Vietnam Plans To Tokenise $4B Of Infrastructure In Da Nang To Attract Global Capital

Aug 22, 2026

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1 min read

Vietnam Plans To Tokenise $4B Of Infrastructure In Da Nang To Attract Global Capital

Vietnam is betting that blockchain can unlock the global capital it needs to hit high-income status by 2045. Da Nang is the first test by tokenising nearly $4B in infrastructure backed by the World Bank.

Jordon Barnett

Market Intelligence

Sam Altman Floats Handing A 5% Equity Stake In OpenAI To US Govt

Aug 21, 2026

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1 min read

Sam Altman Floats Handing A 5% Equity Stake In OpenAI To US Govt

Sam Altman has proposed giving the government a 5% equity stake in OpenAI. A new poll shows 69% of Americans want to go further, forcing AI firms to hand over 50% of their stock to a public fund.

Jordon Barnett

YouTube Transcript

The USA Wants AI Companies To Give Up Equity To A Public Wealth Fund

Aug 21, 2026

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2 min read

The USA Wants AI Companies To Give Up Equity To A Public Wealth Fund

Two competing proposals would give the US public direct equity stakes in the country's largest AI companies - one mandatory at 50%, one voluntary at 5%. Neither has passed, and neither looks likely to this year. But 69% of Americans back the idea, and that number is doing more work than the legislation.

Jordon Barnett

Market Intelligence

The US Plans to Build an AI Hub In the Philippines, Ruled by US Law

Aug 6, 2026

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1 min read

The US Plans to Build an AI Hub In the Philippines, Ruled by US Law

The US wants to build a 4,000-acre Economic Zone north of Manila under the Pax Silica initiative to secure AI supply chains. But Washington insists the zone must operate under US common law.

Jordon Barnett

Market Intelligence

24 Countries Join US-Led Pax Silica To Break China's Grip On AI Supply

Aug 2, 2026

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1 min read

24 Countries Join US-Led Pax Silica To Break China's Grip On AI Supply

The US launched a $250M fund to secure global AI supply chains, backed by a 24-nation coalition. The initiative targets $1 trillion in allied investment across critical minerals, semiconductors, and infrastructure.

Jordon Barnett

Market Intelligence

Bezos' Blue Origin To Raise $10B for Its First Outside Funding Round

Aug 1, 2026

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1 min read

Bezos' Blue Origin To Raise $10B for Its First Outside Funding Round

Blue Origin is raising $10 billion from outside investors for the first time in its 25-year history, at a $130 billion pre-money valuation. The round comes as SpaceX trades at $1.75 trillion post-IPO.

Jordon Barnett

Market Intelligence

Vietnam Is Now The Fastest-Growing Economy In Southeast Asia

Jul 30, 2026

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1 min read

Vietnam Is Now The Fastest-Growing Economy In Southeast Asia

China had its moment in the 90s. Singapore had its moment before that. Vietnam is printing 8% GDP growth, building 10 metro lines, and committing $2.5T to rebuild its urban core.

Jordon Barnett

Market Intelligence

China's ByteDance Is Building a $39B Data Center in Brazil

Jul 30, 2026

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1 min read

China's ByteDance Is Building a $39B Data Center in Brazil

TikTok’s parent is building its largest facility outside China, and the biggest in Latin America. It's a bet that Brazil's renewable energy can make it a real alternative to the US-China AI infrastructure race.

Jordon Barnett

Market Intelligence

This North American Firm Is Deploying $2.5B Into European Real Estate

Jul 29, 2026

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1 min read

This North American Firm Is Deploying $2.5B Into European Real Estate

Traditional bank lending in Europe is still selective, and that gap is exactly where they're moving, with residential their highest conviction bet.

Jordon Barnett

Market Intelligence

Mubadala Opens Its $25B Credit Business to Global Investors

Jul 27, 2026

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1 min read

Mubadala Opens Its $25B Credit Business to Global Investors

Mubadala has opened its $25 billion private credit portfolio to outside investors for the first time, turning 17 years of its own lending into a global platform for others to buy into.

Jordon Barnett

Market Intelligence

Digital Realty Buys Stake In A $7.8B Data Center Portfolio

Jul 26, 2026

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1 min read

Digital Realty Buys Stake In A $7.8B Data Center Portfolio

Digital Realty acquired Blackstone's stake in a $7.8B Northern Virginia data center portfolio. 288MW of hyperscale capacity, fully leased to three investment-grade tenants.

Jordon Barnett

Market Intelligence

Abu Dhabi Is Eyeing A $20B Asian Data Center Acquisition

Jul 24, 2026

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1 min read

Abu Dhabi Is Eyeing A $20B Asian Data Center Acquisition

Abu Dhabi's MGX is reportedly exploring a $20B acquisition of DayOne, Asia's largest AI data center platform. It's the latest move in a bigger push to reduce oil dependence.

Jordon Barnett

YouTube Transcript

Vietnam's Financial Centre Will Tokenise $4B Of Infrastructure With RWA

Jul 22, 2026

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2 min read

Vietnam's Financial Centre Will Tokenise $4B Of Infrastructure With RWA

Da Nang's international financial centre is moving to tokenise a 100km expressway and a $3 billion metro line, opening Vietnam's infrastructure pipeline to global investors through blockchain for the first time.

Jordon Barnett

Market Intelligence

MGX's $50 Billion Raise Sets Up One of the Biggest AI Funds Ever

Jul 20, 2026

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1 min read

MGX's $50 Billion Raise Sets Up One of the Biggest AI Funds Ever

Abu Dhabi's MGX raised $50B for one of the largest dedicated AI investment vehicles ever assembled. The capital came from sovereign wealth funds, global pension funds, and institutional investors.

Jordon Barnett

YouTube Transcript

Sovereign Funds Are Buying AI Data Centers Before They Hit The Stock Market

Jul 18, 2026

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3 min read

Sovereign Funds Are Buying AI Data Centers Before They Hit The Stock Market

MGX is in live negotiations to acquire Singapore's Day One before its $20 billion IPO — and the deal reveals exactly how sovereign funds are racing to own the physical layer of AI in Asia.

Jordon Barnett

Market Intelligence

Johor-Singapore Has Attracted $15B Of Investment In Just 9 Months

Jul 17, 2026

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1 min read

Johor-Singapore Has Attracted $15B Of Investment In Just 9 Months

The Johor-Singapore Special Economic Zone attracted $15B in approved investments in its first nine months. It could become Southeast Asia's most important economic corridor this decade.

Jordon Barnett

Market Intelligence

DayOne Raises $4.5B To Build A GLOBAL AI Data Centre NETWORK

Jul 17, 2026

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1 min read

DayOne Raises $4.5B To Build A GLOBAL AI Data Centre NETWORK

Singapore's DayOne just closed the biggest data centre raise in Asian history. Now they're targeting a $20B IPO before year-end.

Jordon Barnett

Market Intelligence

Affinius Capital Nears $1 Billion Data Center Fund

Jul 5, 2026

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1 min read

Affinius Capital Nears $1 Billion Data Center Fund

The Texas manager plans to use the capital raised for the fund to develop and lease hyperscale data centers in major US markets.

Jordon Barnett

YouTube Transcript

The US Invests $10B+ to Turn the Philippines Into an AI Superpower

Jul 4, 2026

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3 min read

The US Invests $10B+ to Turn the Philippines Into an AI Superpower

The U.S. and the Philippines are building an AI-native industrial zone on the old Clark Air Base, and the capital opportunity is in the physical layer — power, data centers, land, and minerals processing - not the software.

Jordon Barnett

Market Intelligence

Secondary Market Just Hit A Record $121B In Six Months

Ares Bundles $3.4B Of Private Credit For World Record Secondaries Sale

Kuwait Signs A Record $16B Deal With Blackstone, Brookfield & KKR

HSBC Pulls Back From the $3.5 Trillion Private Credit Market After Major Bankruptcies

Brookfield Is Building A $100B AI Infrastructure Empire WITH NVIDIA

The UK recently Launched A £500M Sovereign AI Fund

Vietnam Plans To Tokenise $4B Of Infrastructure In Da Nang To Attract Global Capital

Sam Altman Floats Handing A 5% Equity Stake In OpenAI To US Govt

The USA Wants AI Companies To Give Up Equity To A Public Wealth Fund

The US Plans to Build an AI Hub In the Philippines, Ruled by US Law

24 Countries Join US-Led Pax Silica To Break China's Grip On AI Supply

Bezos' Blue Origin To Raise $10B for Its First Outside Funding Round

Vietnam Is Now The Fastest-Growing Economy In Southeast Asia

China's ByteDance Is Building a $39B Data Center in Brazil

This North American Firm Is Deploying $2.5B Into European Real Estate

Mubadala Opens Its $25B Credit Business to Global Investors

Digital Realty Buys Stake In A $7.8B Data Center Portfolio

Abu Dhabi Is Eyeing A $20B Asian Data Center Acquisition

Vietnam's Financial Centre Will Tokenise $4B Of Infrastructure With RWA

MGX's $50 Billion Raise Sets Up One of the Biggest AI Funds Ever

Sovereign Funds Are Buying AI Data Centers Before They Hit The Stock Market

Johor-Singapore Has Attracted $15B Of Investment In Just 9 Months

DayOne Raises $4.5B To Build A GLOBAL AI Data Centre NETWORK

Affinius Capital Nears $1 Billion Data Center Fund

The US Invests $10B+ to Turn the Philippines Into an AI Superpower

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