IJR News

Global Equity Funds Draw $34.76B Amid AI Demand — 4dInvestors poured money into U.S. and global equity funds as AI optimism and softer-than-expected U.S. inflation helped offset rising Treasury yields; U.S. equity funds drew $20.6 billion and global funds $34.76 billion in the week through September 30. Technology funds nonetheless saw outflows, while the J.P. Morgan Nasdaq Equity Premium Income ETF attracted about $756 million over five days.

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Tom Gallagher The softer inflation data clearly helped offset those rising yields and kept equity buying strong.

MLB Owners Raise Private Equity Cap to 20% — Sep 23, 2026MLB owners quietly raised the private-equity ownership cap from 15% to 20% this summer, matching the NBA, NHL and MLS.

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AstraZeneca Completes $2B Summit Cancer Drug InvestmentBusiness — 4dAstraZeneca has completed its $2 billion equity investment in Summit Therapeutics to accelerate development of ivonescimab, an investigational PD-1/VEGF cancer antibody. The companies are also advancing clinical collaborations that pair ivonescimab with antibody-drug conjugates across several cancers, including lung and breast cancer.

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Evonik reportedly rejects €10.3 billion BASF bid — Sep 28, 2026Evonik rejected BASF’s ~€22.15-a-share bid (€10.3bn equity) as too low for talks or due diligence; shares rose Monday after BASF fell 3.6% when the approach surfaced.

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Maya Lindstrom If Evonik holds out they might get a higher offer once BASF comes back with better terms.

Temasek acquires 9% stake in FSI and commits to future funds — Sep 27, 2026Temasek buys 9% of FSI’s management company and commits to future funds, targeting Italy’s 10,000 mid-market firms of which only about 10% hold institutional equity.

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Sam Okafor This looks like a smart way for Temasek to build on its Italy presence while targeting higher returns in Europe.

Most Influential Women in World HistoryYourlist — RankingFrom ancient queens who ruled empires to modern activists who changed laws, these women left indelible marks on politics, science, and culture. Vote for who you think shaped history most profoundly.

U.S. Mortgage Holders Hold Record $18 Trillion in Home Equity — Sep 14, 2026U.S. mortgage holders held a record $18 trillion in home equity in Q2 2026; 41.1% of mortgaged homes were equity-rich, with Vermont at 78.9% and Louisiana at 17.5%.

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Derek Foss Even with this record total those 813000 underwater borrowers remind us the housing market still has weak spots.

South Africa summons US ambassador for third time over criticism — 6dSouth Africa summoned U.S. Ambassador Brent Bozell for the third time in nine months over what it called undiplomatic conduct, following his public criticism of the government. The dispute reflects broader tensions over President Donald Trump’s claims about persecution of white Afrikaners, South Africa’s land and racial-equity policies, and U.S. measures against the country, though Pretoria says both sides remain committed to resolving their differences.

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Navan Executives Sell $2 Million in SharesBusiness — Sep 24, 2026Navan’s CEO, CTO and president sold a combined 95,664 shares at $21.27 apiece, saying the sales covered tax withholding on vested equity awards. Navan shares fell about 6.6% in Wednesday trading.

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US Stocks Fall, Treasury Yields Reach 2007 HighsFinance — Sep 29, 2026U.S. stocks swung as Iran-war energy concerns and rising Treasury yields—at multi-decade highs—stoked inflation fears and weighed on equities. Softer-than-expected inflation data, easing oil prices and Fed officials’ calls for patience later reduced expectations of another near-term rate hike, helping stocks recover even as long-term yields remained elevated.

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JPMorgan and Qatar Investment Authority eye $20 billion partnership — Sep 21, 2026QIA and JPMorgan Asset Management signed a Sept. 21, 2026 MOU for a $20B partnership: $15B equities mandate and $5B U.S. middle-market financing.

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Priya Raman This scale of Qatari capital flowing into US middle market loans should help smaller companies access better financing terms.

Crypto Stocks, Tokenization, Listings Draw Investor AttentionFinance — Sep 25, 2026Recent investment coverage spotlighted publicly traded Bitcoin and blockchain companies—including miners, infrastructure providers and Figure Technology—as ways to gain indirect exposure to digital assets, while noting company-specific and market risks. Separately, advocates see tokenizing stocks as a way to expand access and enable round-the-clock trading and use of equities on blockchain networks.

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Support Trump vs Support DemocratsYourlist — VS BattleEvery executive order, court fight, and agency purge just adds another tally mark to the same permanent scoreboard.

South Africa Open to US Talks Despite Curbs — Sep 26, 2026South Africa remains open to talks with the United States despite new visa restrictions, with Foreign Minister Ronald Lamola saying Pretoria wants to avoid retaliation and preserve an important economic relationship. The discussions had included mining investment and Black ownership and employment rules, amid wider disputes over land reform, racial-equity policies and South Africa’s case against Israel at the International Court of Justice.

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Goldman Sachs Raises $11.7B for Private Equity — Sep 15, 2026Goldman Sachs closed its $9.6B flagship PE fund on the 15th within an $11.7B raise, with more than one-third already invested.

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Marcus Bell Focusing on tech financials and healthcare should help hit that 750 billion assets target by 2030.

Nasdaq invests $100 million in Kraken parent for equity token framework — Sep 10, 2026Nasdaq’s venture arm is investing $100 million in Payward, Kraken’s parent, valuing Payward at about $21 billion and expanding a partnership to advance tokenized market infrastructure and Nasdaq Equity Tokens (NETs). The collaboration aims to launch NETs in 2027 and includes a new market surveillance agreement to bolster governance and market integrity.

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Jared Kim Adding surveillance rules from the start should help avoid the governance problems seen in earlier crypto projects.

US DFC Plans $155M WIOCC Investment Across Africa — Sep 16, 2026DFC will put up to $155 million into WIOCC—its largest-ever equity stake—as CEO Ben Black ties the Africa infrastructure push to winning the AI race for America.

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Derek Foss This kind of direct investment in African fiber and data centers could give US tech firms a real edge over Chinese suppliers.

The Four-Letter Type TestQuizie — QuizThe classic sixteen-types test — twenty questions, four axes, your letters computed for real, and an AI portrait written for your exact mix.

Bending Spoons agrees to acquire Miro for $1.355 billion — Sep 10, 2026Bending Spoons S.p.A. has agreed to acquire Miro in an all-cash deal valuing Miro at an enterprise value of $1.355 billion, which, with Miro’s net cash, implies about $1.79 billion in equity, with some shareholders reinvesting $295 million into BSP equity; closing is targeted for the fourth quarter of 2026 subject to regulatory approvals. The transaction, unanimously approved by both boards, will see Miro continue to operate independently until closing as BSP expands its portfolio through continued acquisitions and integration of such platforms.

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Priya Raman Bending Spoons paying that much for Miro shows real confidence in its collaborative tools staying relevant long term.

JPMorgan Ends Lending After AI Fund Loses 67% — Sep 11, 2026JPMorgan ended its lending relationship with Situational Awareness, the AI-focused hedge fund founded by Leopold Aschenbrenner, after the fund suffered a 67% drop in July and faced a margin call that led to liquidating much of its public equity; other major banks remain lenders, illustrating a cautious stance by prime brokers toward highly leveraged AI-related bets. The move follows the fund’s heavy exposure to AI and semiconductor equities and underscores the risks of borrowed funding in concentrated, technology-focused strategies.

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Pulsar Helium names David T. Young as CFO and director — Sep 21, 2026Pulsar Helium Inc. appointed David T. Young as chief financial officer and a member of the board, with Dan O’Brien transitioning to vice president of finance, effective September 21, 2026. Young brings more than 25 years in energy and infrastructure, including leadership at Royal Helium during its restructuring, and will receive a substantial equity package to align with shareholders as the company advances its Topaz and other helium projects.

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Rachel Meyers O’Brien stepping into the VP finance role keeps continuity while adding fresh leadership at the top.

Indian Equity Mutual Fund Inflows Hit Four-Month High — Sep 10, 2026Equity mutual fund inflows in August rose 19% month-on-month to about ₹29,329 crore, led by mid-cap and small-cap funds and marking a four-month high. However, the overall mutual fund industry saw net inflows of ₹41,353 crore as debt-oriented schemes posted outflows, while total assets under management climbed to ₹87.07 lakh crore and SIP AUM rose to ₹18.62 lakh crore.

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Jared Kim Equity inflows bouncing back is a positive sign, though debt outflows show investors are still picking their spots carefully.

Talon Private Wealth More Than Doubles Mortgage-Backed ETF Stake — Sep 11, 2026Talon Private Wealth LLC expanded stakes in several Vanguard and Innovator ETFs during the second quarter, boosting its holdings in VMBS by 110.3% to 26,744 shares, in VCIT by 21.5% to 41,199 shares, and in VBK by 86.5% to 20,720 shares, while initiating a large new position in Innovator U.S. Equity Ultra Buffer ETF – June (UJUN) and trimming its holding in Innovator U.S. Equity Ultra Buffer ETF – January (UJAN). The firm’s activity reflects a shift toward larger positions in growth-oriented and buffer ETF products, with UJUN becoming its second-biggest holding and UJAN reduced to about 9.71% of its portfolio before adjustments.

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Priya Raman Increasing VBK that aggressively points to a stronger bet on small-cap growth than most advisors are making lately.

Stocks Rebound as Oil Eases After Fed Hike — Sep 14, 2026US stock futures dipped as the 10-year Treasury yield rose above 5% ahead of the Federal Reserve decision, underscoring higher borrowing costs and persistent rate-inflation concerns. Oil climbed on Middle East tensions, while bond–equity ETFs showed reduced diversification benefits as rates stayed elevated and markets sold off.

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MarketBeat Lists Stocks Across Five CategoriesBusiness — Sep 17, 2026MarketBeat’s stock screener highlights top picks across five categories—Industrial, Chinese, Mid Cap, Technology, and another Chinese cohort—flagging companies with the highest trading volume over the past several days. The lists showcase diverse names across energy and manufacturing, financial tech, travel, optics and semiconductors, and consumer goods, illustrating broad investor interest in both domestic and China-exposed equities.

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Oil Prices Rise Amid Widening Middle East Conflict — Sep 14, 2026Oil prices rise as Middle East tensions intensify after canceled Iran-Gulf talks and ongoing Yemen clashes, fueling fears of disruptions to crude flows via the Strait of Hormuz. Simultaneously, markets push into risk-off mode with a stronger US dollar and expectations of a Federal Reserve rate hike, as energy pressures weigh on equities.

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NFL Mandates Uniform Video Boards During KicksSports — Sep 17, 2026The NFL has mandated that stadium video boards display the same All-22 angle or static image for both kicking teams during field goals and extra points to ensure competitive equity, a policy clarified after viral posts about the New England Patriots’ disorienting reverse-angle feeds. Separately, the league clarified online post rules, encouraging teams to share league-controlled content and sharply defining what game footage can be used for sponsor-driven features, building on a prior policy change and a later August clarification.

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