, Author at Top1000funds.com

Fiduciary Investors Series

Stephen Kotkin on regional conflicts, and the one war investors can’t price

Stanford University’s Stephen Kotkin provides an insider’s view on the conflict in Iran, and explains why a US-China war remains the ultimate unpriceable risk event for investors. The celebrated geopolitical expert sat down with Conexus Financial’s Colin Tate at his office inside Hoover Tower.

Top1000funds.comMarch 10, 2026

Fiduciary Investors Series

Blue Owl’s James Clarke on navigating private credit’s first real cycle

Published in partnership with Blue Owl Capital. In this conversation, Top1000funds.com editor Amanda White spoke to Clarke about the credit cycle, the evolution of private credit, data centre financing, and what institutional investors should expect from their managers.

Top1000funds.comMarch 9, 2026

Featured Story

Why pensions have become a beacon of female leadership in finance

On International Women's Day, Top1000funds.com celebrates the women leading some of the biggest pension funds and the purpose, long-termism and passion for learning that drives them.

Sarah RundellMarch 6, 2026

Investor Profile

Sweden’s FTN focuses on fees and returns in latest procurement

Lower management fees and higher returns defined the latest selection process at the Swedish Fund Selection Agency in its latest awarding of active global equity mandates to 12 managers, its largest and most ambitious €20 billion ($23 billion) procurement so far.

Sarah RundellMarch 5, 2026

News

Infrastructure at the heart of Canada-Australia pension fund pact

A group of major Canadian pension funds, including the Maple 8, has entered a high-powered memorandum of understanding with top Australian superannuation funds to lobby for policy changes that would help fast-track investments. Brokered by IFM Investors, enabling infrastructure investments in both nations will be a significant focus.

Darcy SongMarch 4, 2026

Investor Profile

AP2, AP6 merger on track; currency impacts returns

In a big year, AP2 introduces a new asset management model and completes the integration of sister fund AP6 but the fund's 2025 return feels the impact of a strong SEK on its global portfolio. Eva Halvarsson, AP2's outgoing CEO, discusses the allocation and mandate changes and opportunities it presents.

Sarah RundellMarch 3, 2026

The latest

Fiduciary Investors Series

Stephen Kotkin on regional conflicts, and the one war investors can’t price

Fiduciary Investors Series

Blue Owl’s James Clarke on navigating private credit’s first real cycle

Featured Story

Why pensions have become a beacon of female leadership in finance

Investor Profile

Sweden’s FTN focuses on fees and returns in latest procurement

News

Infrastructure at the heart of Canada-Australia pension fund pact

Investor Profile

AP2, AP6 merger on track; currency impacts returns

California State Teachers Retirement System (CalSTRS)

Canada Pension Plan Investment Board (CPP Investments)

Norges Bank Investment Management

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