Why active management matters in emerging markets
The emerging markets are a great way to access the AI thematic without buying into expensive US large caps, but their nuances demand local active management if investors want to unlock their rewards.
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Why China thinks it will lead the next industrial revolution
While China was mainly a beneficiary rather than a participant of previous industrial revolutions, it now believes it can lead the next one, and the US will have to work hard to catch up to its extraordinary capacity and speed for development.
Real asset opportunities ‘are coming from everywhere’: Macquarie
While the US remains the most entrepreneurial economy, China might now be challenging its technology leadership, while demographics, deglobalisation, decarbonisation, and digitalisation are creating “massive opportunities” in almost every market, according to Macquarie Asset Management.
Why CalPERS doesn’t want to miss the climate revolution
If CalPERS had put more money into the Silicon Valley companies in its own backyard earlier it might be fully funded by now, jokes its sustainable investment head. But it won’t miss the same opportunities in climate investing.
Risk takers vs scalers: Investors split on where to access innovation
Investors are still split on whether it’s better to hunt for innovative companies in the public or private markets. But the biggest consideration for investing in new technologies might have more to do with liquidity.
Future Fund flags expansion of active equity program
Emerging markets, Europe and Japan are all in focus for Australia’s sovereign wealth fund as it looks to ramp up active equities and diversify its exposures, as the fund grows wary of US markets amidst heightened political uncertainty.
FIS Singapore 2026