About this episode

The episode discusses key market forces and trends affecting alternative investments in Q1 2026.

After a packed first quarter, The Long-Short co-hosts Tom Kehoe and Drew Nicol break down the key forces shaping markets, from geopolitical fault lines and economic chokepoints, to mounting pressure in private credit and what the next phase of AI adoption really means for fund managers. This isn’t a recap, it’s our read on what mattered for alternative investments, and where markets go next. We’re also launching a new The Long-Short newsletter for deeper insights and to continue the conversation. Sign up here to catch the first edition: https://www.aima.org/join-the-long-short-mailing-list.html Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Hosts: Tom Kehoe, Drew Nicol

Topics covered

• market forces
• geopolitical issues
• private credit
• AI adoption
• alternative investments

Keywords

• markets
• geopolitical
• economic chokepoints
• private credit
• AI adoption

Mentioned in this episode

Organizations: AIMA, The Long-Short, AI

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