October 2026

This month we look at how investors are navigating today’s shifting economic and geopolitical landscape.From global macro and emerging market debt to energy infrastructure, food security and AI, there’s plenty to get into.

Investcorp-Tages’ Salvatore Cordaro examines opportunities arising from diverging economic cycles, while James McIntyre of Renown Capital Partners explores investing amid geopolitical complexity. Francesc Balcells of FIM Partners makes the case for emerging market debt, and Keith Grindlay of Macro Thoughts considers the implications of climate change and food inflation for currencies and bond markets.

We also venture into different territory, with Antonio Castel Branco of Algarve Partners exploring sustainable fisheries and Vanya Dragomanovich of Middle Street Ventures examining the growing cybersecurity risks posed by AI.

The Money Maze Podcast’s Simon Brewer speaks with John Claisse, CEO of Albourne, about what really drives returns in alternatives, and why distinguishing genuine alpha from leverage, beta and financial engineering matters more than ever.

Our regular contributors Georgina Tzanetos (CAIA Association), Tom Kehoe (AIMA) and Mark Kollar (Prosek Partners) examine secondary market valuations, the UAE’s growing alternatives industry and Total Portfolio Approaches, while Dave Shastri (TrussEdge) looks at automation in family offices.

Beyond the features, we cover sizeable private capital fundraises, September’s hedge fund performance, Millennium’s march toward $100bn, and Athens’ emergence as a hedge fund destination, as well as our usual regulatory update from RQC Group.