Where Billionaire Capital is Going in 2026
Shorter Elevated Insights briefing than normal this week as we complete final updates to some new market materials for release in the coming days. Keep your eyes peeled.
In the meantime, a little fun: getting inside the minds of the Ellisons, the Waltons, and the Buffets of the world. More specifically, where they’re allocating their considerable resources.
According to UBS, in 2026 the deepest pockets on the planet will lean into Private Equity more than any other investment instrument. But rest assured, just because they’re loaded doesn’t mean they have patience for underachievement.
So this isn’t just a vote of confidence in the asset class – it’s a signal that the next cycle of outperformance will be operational, not financial-engineering. When more capital crowds into the same deals, the only durable edge becomes faster value creation, lower costs, and tighter execution.
Seems to us that mirroring the mindset of this group is a pretty good idea.
The aforementioned materials will hit upon this directly. Be on the lookout…
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