FIS Stanford 2025

Condoleezza Rice: Globalisation’s borderless era is coming undone

Condoleezza Rice, the 66th US Secretary of State and current director of Stanford University’s Hoover Institution, said the new world order will have several characteristics of which there are already signs: more protectionist trade policies, a redistribution of security burdens, and louder voices for those marginalised in globalisation. 
Darcy SongOctober 14, 2025
FIS Stanford 2025

Real asset opportunities ‘are coming from everywhere’: Macquarie

Lachlan MaddockOctober 6, 2025
FIS Stanford 2025

Why China could trigger a Taiwan crisis without firing a shot

Darcy SongOctober 6, 2025
FIS Stanford 2025

When states lose the ability to govern, populism rises

Darcy SongOctober 3, 2025
FIS Stanford 2025

Inside NBIM’s AI playbook to hone investment edge

Darcy SongOctober 2, 2025
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FIS Stanford 2025

Investors unpack regime-based portfolio thinking 

Funds are operating in an extraordinary environment, with Scott Chan, chief investment officer of CalSTRS, saying he has never witnessed so many “large shifts stacked on top of the other” in his investment career. Amid the change, investors are increasingly shifting to a scenario and regime-based asset allocation.  
Darcy SongOctober 1, 2025
FIS Stanford 2025

AI investors face post-Moore’s Law reality

Mark Horowitz, a leading computer scientist and electrical engineer at Stanford University, has declared that Moore’s Law is “basically over”, which will have significant ramifications for artificial intelligence investors who are counting on more computing power to feed into more complex models.  
Darcy SongOctober 1, 2025
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