Market commentary and investment analysis from the KCL AISOC committee.
Venture Capital
6 August 2026
Global VC hit a record $300 billion in Q1 2026. Four companies took nearly two-thirds of it. What the concentration behind the headline number means for founders, funds, and the logic of venture returns.
Hedge Funds
1 August 2026
Leopold Aschenbrenner was right about AI. His fund still lost 67% in a month. What Situational Awareness LP's collapse teaches about leverage, thesis risk, and the distance between being early and being solvent.
Private Equity
9 July 2026
33,000 unsold companies, seven-year holding periods, and distributions at crisis-era lows. Why the PE exit machine is broken — and what continuation vehicles and NAV loans reveal about how the industry is coping.
Hedge Funds
5 July 2026
Ken Griffin called it garbage in January and went home depressed in May. How Man Group, Two Sigma, Bridgewater, and D.E. Shaw are deploying AI to write, backtest, and execute trading strategies.
Private Equity
1 July 2026
From Keynes at Cambridge to Yale's Project Gatsby — why the endowment model is being stress-tested at exactly the moment UK universities are being asked to catch up.
Endowments
28 June 2026
Why KCL's endowment looks nothing like Harvard's, and what that tells us about institutional investing in the UK.
Infrastructure
June 2026
From data centres to clean energy: the forces turning infrastructure into the most sought-after allocation in private markets.
Between publications
Follow us on Instagram @kclaisoc for regular market commentary, investment breakdowns, and industry news between long-form publications.