Hedge Funds & Private Equity
State Street Strategist Arone Says Bullish Surge Will Propel S&P 500 To 8,000 In 2026
Forbes Staff
Speaking at the Top Teams Summit in Miami, the chief investment strategist of the $5.5 trillion bank says surging productivity, $150 billion in looming tax refunds and a “mid-90s” tech cycle could push the S&P 500 to 8,000—even as the AI rally shifts from a "rising tide" to a battle for survival.
More From Hedge Funds & Private Equity
InStudio Ventures Launches $50 Million Sports Investing Fund Anchored By NFL Team Stakes
The venture capital firm has small stakes in the Buffalo Bills and Los Angeles Chargers and will swing for bigger returns with sports technology startups.
ByHank Tucker,
Forbes Staff
Amid Golf Boom, PE Firm KSL Is Set To Buy A Top Course Operator For $2.6 Billion
With more Americans golfing than ever, investors hope a potential merger with a rival club owner can help Invited, formerly known as ClubCorp, get out of a financial bunker.
ByHank Tucker,
Forbes Staff
This $4.4 Billion Neuberger Berman Advisor Calls Her Firm Is A Safe Space For Clients
Holly Kroft focuses on ultra-wealthy families, emphasizing asset allocation, trust and long-term discipline.
Forbes Staff
This $1.8 Billion Morgan Stanley Advisor In Rural New York Loves Dividend Stocks
Kathleen Grasmeder of Morgan Stanley emphasizes planning, education and team culture, but relies on equities to stay ahead of inflation.
Forbes Staff
This $6.6 Billion Advisor Specializes In Entrepreneurial Exits
With 166 exits under his belt, David Karp of Cresset works closely with entrepreneurs and ultrawealthy families, emphasizing discipline, customization and long-term wealth stewardship.
Forbes Staff
The Climate Capital Reset Is Here: How To Do It Right This Time
The climate capital reset isn’t coming, it’s suddenly here. Rising energy prices are reshaping the economics of the global system overnight.
ByRob Day,
Contributor
Another Gas Price Spike, Another Boost To EV Adoption?
As oil price volatility reminds businesses once again of the risks embedded in gas and diesel, more fleet operators are likely to go electric.
ByRob Day,
Contributor
Resilience In Leadership Is Not The Same As Endurance
Resilience in leadership is often misunderstood as endurance. True resilience requires adaptation in sports and business when a plan fails.
Contributor
Great Circle Ventures Launches First Growth-Stage CPG Fund With Investors From The MLB, ACH Foods
Jacob Afriat's first fund will invest in better-for-you products that can scale quickly
Contributor
Unfazed By Fears Over AI Job Cuts, Blackstone Is Building A 450-Person Private-Wealth Army As It Eyes $1 Trillion
With $302 billion in retail assets and AUM up 27% in two years, the world’s largest asset manager is racing to make private markets mainstream for individual investors.
Forbes Staff
How The Family Office Is Quietly Reshaping Global Investing
If private equity defined the last two decades of capital formation, family offices may well define the next. Family offices are redesigning the flow of global capital.
Contributor
State Street Strategist Arone Says Bullish Surge Will Propel S&P 500 To 8,000 In 2026
Speaking at the Top Teams Summit in Miami, the chief investment strategist of the $5.5 trillion bank says surging productivity, $150 billion in looming tax refunds and a “mid-90s” tech cycle could push the S&P 500 to 8,000—even as the AI rally shifts from a "rising tide" to a battle for survival.
Forbes Staff
From Sears And Drexel To A Thriving $4.4 Billion Practice At Raymond James
Lisa Detanna oversees roughly 800 families while running financial literacy programs for clients’ children and grandchildren.
Forbes Staff
Will Foreign EV OEMs Buy Ford And GM, Or Just Bypass Them Altogether?
The U.S. market opportunity for EV adoption remains ripe, and foreign OEMs are eyeing it eagerly. When will we see them get more aggressive about it?
ByRob Day,
Contributor
Why Private Equity Is Suddenly Awash With Zombie Firms
Hundreds of private equity firms are drowning in a sea of competition, searching for lifeboats of new capital as they cling to portfolios of nearly unsaleable investments.
ByHank Tucker,
Forbes Staff
Why Smart Capital Is Flowing To Hedge Funds
Amid market volatility and rising dispersion, hedge funds are regaining favor—with the largest among the biggest winners.
Contributor
$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway
The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.
Forbes Staff
$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
Forbes Staff
Will 2026 See A ‘Return To Normal’ For Climate Investing?
If 2025 was a year of uncertainty and headwinds for climate investing, then 2026 looks like a return to strategic clarity, and a return to normal investment patterns.
ByRob Day,
Contributor
Climate Investing And The Terrible, Horrible, No Good, Very Bad Year
Deal counts and investor sentiment agree that this was a tough year for climate solutions PE / VC. But what does it look like under the hood?
ByRob Day,
Contributor