Sarah Rundell, Author at Top1000funds.com

Investor Profile

Time to walk: AP3 turns away from Europe despite bullish equity outlook

“Europe is great at discussion and regulation, but rather poor at actually doing business,” says Sweden's AP3 CIO, Jonas Thulin. “The equity market is harsh, and when it votes it walks out the door. This has been happening for a long time in Europe.”

Sarah RundellFebruary 4, 2025

Featured Story

IMCO World View: Accelerating deglobalisation v decelerating sustainability

Investors should expect more inequality, de-globalisation and volatility to influence their portfolios in 2025 alongside a heightened risk of unintended exposures. Chief strategist at IMCO, Nick Chamie, says investors should adopt a flexible, innovative approach to ensure they tether to the strongest trends while mitigating risks.

Sarah RundellJanuary 28, 2025

Investor Profile

Oregon prepares for stunning productivity gains from AI

Oregon Investment Council heard how AI will have a big impact on the portfolio, particularly equity. Meanwhile, momentum in US equities will remain supported by the stunning earnings of the Magnificent Seven.

Sarah RundellJanuary 23, 2025

Investor Profile

Edwin Cass: Why CPPIB cut back on emerging markets

CIO of CPP Edwin Cass explains why the opportunity to diversify and generate alpha in emerging markets because of inefficiencies is narrowing. The investor is also looking at the impact of deglobalisation and regional trading blocs in sectors and assets within the countries it invests in.

Sarah RundellJanuary 21, 2025

Investor Profile

CalPERS goes big on the green transition

CalPERS, America's largest public pension fund, is more than halfway towards its goal of investing more than $100 billion in climate solutions by 2030, as it aims to grow its sustainable investment team to 20 in the next few months.

Sarah RundellJanuary 16, 2025

Asset Allocation

San Jose Retirement: How risk-on restored returns

Uniquely positioned in Silicon Valley, the City of San Jose Retirement System is poised to fulfil its 4 per cent target allocation to venture capital. It underscores a bold risk-on strategy that CIO Prabhu Palani has used to transform the fund he joined in 2018.

Sarah RundellJanuary 14, 2025

Sarah Rundell

The latest

Investor Profile

Time to walk: AP3 turns away from Europe despite bullish equity outlook

Featured Story

IMCO World View: Accelerating deglobalisation v decelerating sustainability

Investor Profile

Oregon prepares for stunning productivity gains from AI

Investor Profile

Edwin Cass: Why CPPIB cut back on emerging markets

Investor Profile

CalPERS goes big on the green transition

Asset Allocation

San Jose Retirement: How risk-on restored returns

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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