Private Credit
Asia Private Credit Expansion: The $1 Trillion Shift
Asia Pacific private credit AUM crossed billion in Q1 2026, up 28% YoY. JPMorgan forecasts doubling to trillion by 2028.
John Grey
John Grey is a founding editor at Solomon Grey Capital, covering private credit, global macro, and institutional investment strategy across Asia and global markets.
Sleep, Exercise, Diet + 10 Years: The SPAN Study's Investment Implications
John Grey — Healthcare & longevity desk University of Sydney's landmark 60,000-participant study confirms what insurers have suspected: behavioral interventions add nearly a decade to healthspan. For asset managers, the implication is clear: healthcare costs are not deterministic. Preventative protocols reduce claims by 15-25% in self-
The NAD+ Economy: Inside the Race to Commercialize Cellular Longevity
John Grey — Healthcare & longevity desk Beta-nicotinamide mononucleotide (β-NMN) is having its moment. Three major trials in 2026 will determine whether this molecule moves from supplement shelf to clinical mainstream. BlackRock's thematic research flags longevity as one of 5 secular trends reshaping healthcare. The addressable market:
Longevity as an Asset Class: The $800B Opportunity
John Grey — Healthcare & longevity desk As global life expectancy gaps narrow and bio-tech advances accelerate, longevity is transforming from a lifestyle trend into a legitimate asset class. VCs are placing billion-dollar bets. ARCH Venture Partners, Andreessen Horowitz and Google's AI fund are circling the NAD+
Global Macro
The Iran War and Markets: Finding the Off-Ramp
Brent hit $141. S&P 500 had its worst quarter since 2022. The Fed is paralysed. Markets are now rallying on Trump's claim the war is almost over. Here is the risk framework — and what investors should do before they act on the optimism.
Research
Asia Pacific IPO Boom 2026: The $334 Billion ECM Story
Asia Pacific raised a record $334 billion in equity capital in 2025 — over a third of global volumes. Hong Kong tripled deal flow. India delivered its best year ever. Here is the institutional case for the 2026 pipeline.
Global Macro
Champagne's Fizz: A Leading Indicator for Financial Markets
Global Champagne shipments have hit a 20-year low — three consecutive years of decline. For institutional investors, the fizz in Champagne is one of the most reliable behavioural indicators of what comes next in markets.
Global Macro
Liberation Day One Year On: The Tariff War, Oil Shock, and Recession Risk Investors Face Right Now
A two-day equity rout, oil at $141, a Beijing summit that resolved nothing, and Moody's recession model at 49%. Here is what happened this week and what it means for portfolios.
Research
Global Macro Investment Research: Framework and 2026 Outlook
The macro regime of 2026 is defined by five intersecting forces: dollar structural weakness, a hawkish Fed regime change, tariff policy uncertainty, the AI energy supercycle, and geopolitical realignment. This guide maps each force and the investment positioning it requires.
Research
Private Credit in Asia 2026: The Complete Investor's Guide
A $59 billion market growing to $92 billion by 2027. Here is everything a serious investor needs to know about private credit in Asia-Pacific — returns, risks, Hong Kong dynamics, and manager evaluation.
Research
Private Credit's $10 Billion Redemption Wave Tests the Limits of a $1.5 Trillion Boom
More than $10.1 billion in redemption requests have hit the largest private credit funds in Q1 2026. Blackstone, BlackRock, and Morgan Stanley are rationing payouts. The liquidity mismatch in private credit is not a crisis — yet. But it is the first serious test of assumptions that have been ac...
News
Hedge Fund Trader Nominated to Lead the Fed
Trump's nomination of Kevin Warsh to chair the Federal Reserve is the most consequential monetary policy development of 2026. Markets lost $5 trillion in value on the announcement. Here is why the reaction is rational and what it means for portfolio positioning.