Why active managers are mimicking the flaw of passive benchmarks
AI dominates today’s portfolios, but the failures will outweigh the successes without genuine active management argues Loomis, Sayles & Company’s Aziz Hamzaogullari.
Conflict in Iran: Investors mute the noise but inflation risk grows
Investors are watching conflict in the Middle East closely as inflationary pressures begin to build beneath the surface. One of the challenges for many investors is reduced exposure to the hedging benefits of fossil fuels in listed, and private markets.
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Stephen Kotkin on regional conflicts, and the one war investors can’t price
Stanford University’s Stephen Kotkin provides an insider’s view on the conflict in Iran, and explains why a US-China war remains the ultimate unpriceable risk event for investors. The celebrated geopolitical expert sat down with Conexus Financial’s Colin Tate at his office inside Hoover Tower.
Blue Owl’s James Clarke on navigating private credit’s first real cycle
Published in partnership with Blue Owl Capital. In this conversation, Top1000funds.com editor Amanda White spoke to Clarke about the credit cycle, the evolution of private credit, data centre financing, and what institutional investors should expect from their managers.
Treasurer Steiner on Oregon’s private equity future
Top1000funds.com editor Amanda White speaks to Oregon State Treasurer, Elizabeth Steiner, about the future role and expectations of private equity, how a maturing of the asset class puts pressure on returns, and the private/ public asset mix in the fund’s four-yearly asset allocation review which has just begun.
How data is dragging infrastructure debt out of the shadows
Infrastructure debt offers asset owners attractive yields and valuable diversification, but it has also been a market long starved of reliable data that is crucial to manage risk.
Igneo’s North American Capabilities
Our North American Capabilities In this short video, John Ma, Partner & Co-Head North America, and Varun Sablok, Managing Director discuss opportunities in North America for middle-market infrastructure investors highlighting the strong potential in four key sectors; Digital, Transportation, Power, and Water & Waste. Why Direct Infrastructure? Michael Ryder, Partner & Co-Head North America, and
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