CPPIB spots accelerating change, alpha opportunities in healthcare
Technology is reshaping the healthcare sector, creating opportunities that investors “never imagined” as companies apply robotics and AI to new and established treatments.
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SWIB: It’s ‘harder for companies to live in public markets’
Public markets aren’t functioning as well as they used to, and more and more asset owners are loading up on private assets in a bid to maintain their returns. But private market managers need to realise that their investors want a true partnership, or risk “a washing out”.
Asset owners prepare portfolios for a brave new world
As waves of geopolitical risk and economic protectionism roil global markets, asset owners are beginning to realise that tomorrow will look very different from today. But the big question is what they can do about it.
The five factors aligning to support EM debt outperformance
Pictet Asset Management believes that declining emerging market policy rates and rising global trade will drive the performance of EM debt – and if the US dollar declines and local manufacturing rebounds, we could see a “super boom”.
Inside NEST’s ‘serendipitous’ deal for IFM stake
NEST’s purchase of a 10 per cent stake in the Australian industry superannuation fund-owned IFM Investors marks the latest development in the trend of pension funds buying into the asset managers they’ve traditionally only allocated to.
FIS Harvard 2025