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If good pain exists, private markets are feeling it
Uncertainty surrounding the impact of the US administration’s policy plans weighed on markets, including the implementation and reversal of tariffs, job cuts across the federal workforce and tightened immigration enforcement.
James ClarkeJune 12, 2025
Investor Profile
Railpen talks risks and opportunities in trade upheaval
Investing in currencies and long short equity strategies are two of the opportunities that the UK’s £34 billion Railpen has been exploring in the current volatile environment.
Sarah RundellJune 10, 2025
News
Texas politicians reinstate BlackRock as manager’s ties to the state grow
Public funds in Texas can work with BlackRock once again after legislators removed it from a blacklist of companies accused of "boycotting" the oil and gas industry. The decision comes as Texas's administration found alignment with the asset manager which backed key economic initiatives including the Texas Stock Exchange.
Sarah Rundell and Darcy SongJune 6, 2025
Investor Profile
Dutch insurer NN flags loose lending and copious capital in private credit
Marieke van Kamp, head of private markets at Dutch insurer NN, flags growing risks in private credit. In an interview with Top1000funds.com, she also outlines NN's partnership model with managers and argues the case for sustainable real estate.
Sarah RundellJune 5, 2025
FIS Harvard 2025
Behind Norges’ search for pure alpha
Despite uncertainties, Norges Bank is tipping that the US stock market will continue to outperform Europe in the next two decades. The mammoth fund also explained how it carved out a $90 billion pure alpha portfolio from passive investments, overseen only by 8 portfolio managers.
Amanda WhiteJune 4, 2025
FIS Harvard 2025
Future AI winners will command hardware, training data power
The current versions of AI are helpful at the “partial automation” of tasks, but the last mile of training to reach “full automation” will come with a dramatic escalation of costs. For investors who want to place their capital most effectively, there are some ways to spot an AI winner.
Darcy SongJune 4, 2025
FIS Harvard 2025
US-China war the only real threat to portfolios: Kotkin
The second Trump administration has given investors plenty to worry about – tax changes, tariffs and diplomatic chaos among other concerns. But geopolitics expert Stephen Kotkin said the only real danger that will obliterate any portfolio is an US-China war.
Darcy SongJune 3, 2025