Asset Classes

FIS Stanford 2025

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.

Lachlan MaddockOctober 6, 2025

FIS Stanford 2025

Public-private partnerships key to fixing US infrastructure

Darcy SongSeptember 29, 2025

Equities

Future Fund flags expansion of active equity program

Lachlan MaddockSeptember 11, 2025

OMERS flags end to supercharged private equity returns

Darcy SongSeptember 8, 2025

News

ACERA eyes global, more active approach for $6.6b equity portfolio

Brendan SwiftSeptember 2, 2025

Equities

China’s $420b social security fund eyes ‘AI+’ theme in A-shares

China’s $420 billion National Social Security Fund is scoping out technology-related investment opportunities in domestic equities, particularly the so-called “AI+” theme where artificial intelligence is married with traditional industries to enhance profitability, which has been gathering market and political momentum.

Darcy SongAugust 28, 2025

Real Estate

SWIB: Why real estate investors are still talking about the pandemic

The State of Wisconsin Investment Board's head of real estate Jason Rothenberg shares his views on how to address the enduring challenges for office investors. It involves a building-by-building investment approach to avoid assets at risk of conversion or demolition.

Sarah RundellAugust 19, 2025

Infrastructure

APG’s infra ramp-up: APAC markets in focus

APG Asset Management, Europe’s largest pension investor, is set to double its global infrastructure allocation in the next five years and is stepping up its push into infrastructure assets in the Asia Pacific with a focus on Australia, India and Southeast Asia and opportunistic investments in Japan and Korea.

Darcy SongAugust 18, 2025

Private Credit

Mid-market, asset-backed private credit shines for growing Asian allocators

Asia's growing investors, including university endowments and family offices, are hunting for returns in lower-middle market and asset-backed private credit. In an interview with Top1000funds.com, head of Asian clients at the $92 billion OCIO Cambridge Associates, Prabhat Ojha, talks manager selection and Asian allocators' rising appetite for alternatives.

Darcy SongAugust 11, 2025

Investor Profile

AP4: Why a dynamic, shorter term allocation is paying off

Volatile markets have provided a rich hunting ground and opportunistic best ideas have come thick and fast for AP4’s new five-pronged global allocation made up of systematic equity, currency and rates, asset allocation, hedge funds/external mandates and analysis. Magdalena Högberg explains the risks and opportunities of the best ideas allocation.

Sarah RundellAugust 5, 2025

Equities

New study flags risk in Dutch pensions’ concentrated stock strategy

Under strict ESG guidelines and pressure to closely engage with their investee companies, Dutch pension funds have developed an affinity for concentrated equity allocations with some owning as few as 65 stocks in their entire portfolio. But the Erasmus University flagged the diversification risk and higher volatility the strategy introduces.

Darcy SongJuly 31, 2025

View more articles

Asset Classes

FIS Stanford 2025

Real asset opportunities ‘are coming from everywhere’: Macquarie

FIS Stanford 2025

Public-private partnerships key to fixing US infrastructure

Equities

Future Fund flags expansion of active equity program

Asset Classes

OMERS flags end to supercharged private equity returns

News

ACERA eyes global, more active approach for $6.6b equity portfolio

Equities

China’s $420b social security fund eyes ‘AI+’ theme in A-shares

Real Estate

SWIB: Why real estate investors are still talking about the pandemic

Infrastructure

APG’s infra ramp-up: APAC markets in focus

Private Credit

Mid-market, asset-backed private credit shines for growing Asian allocators

Investor Profile

AP4: Why a dynamic, shorter term allocation is paying off

Equities

New study flags risk in Dutch pensions’ concentrated stock strategy

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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