The latest
Asset Allocation
South Carolina lifts private equity and credit as cashflow turns positive
The South Carolina Retirement System Investment Commission's improved liquidity position has allowed the plan to tilt its portfolio towards unlisted asset classes, including private equity and private credit. The fund grew fast thanks to funding reform, improved salaries, and positive investment returns and is now looking to boost long-term performance.
Jack SmithOctober 7, 2025
FIS Stanford 2025
Debt beats equity in data centre boom as scarce capital lifts credit yields
Asset owners continue to weigh up the shifting risk-return attributes of the booming data centre sector including deal structures, refinancing, energy requirements, and the future of AI.
Jack SmithSeptember 25, 2025
FIS Stanford 2025
Asset owners eye tech’s new foundation for investing
Institutional investing is entering a new era as blockchain-based rails make markets always-on, near-instant and capable of delivering hyper-customised portfolios. Are asset owners ready?
Jack SmithSeptember 22, 2025
FIS Stanford 2025
Khosla warns of disrupted decade before AI boom brings abundance
AI will deliver a five-year burst of productivity and cost cutting before a deflationary decade reshapes the global economy, according to legendary venture capitalist Vinod Khosla.
Jack SmithSeptember 18, 2025