Active management needed to navigate AI boom
AI dominates today’s portfolios, but the failures will outweigh the successes without genuine active management argues Loomis, Sayles & Company’s Aziz Hamzaogullari.
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Infrastructure investors look beyond US to capture Europe’s green premium
Europe, buoyed by a new competitiveness roadmap and its ongoing commitment to the climate transition, is set to attract more institutional capital, IFM’s latest research shows.
CPP Investments on how AI redefines core investing roles and processes
CPP Investments’ trials show AI agents can handle key investment tasks end-to-end. In an interview, chief operating officer Jon Webster says tight governance, and the right human oversight, is the difference between breakthroughs and mistakes.
Europe rearms, defence returns surge, asset owners rethink exposure
Years of hard-line exclusions of the defence industry kept many asset owners out of one of the strongest-performing sectors. Now, as Europe rearms, investors are reworking defence policies – cautiously and under intense scrutiny.
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