Finding growth in emerging markets
This session argued that investors should look to companies with strong secular growth to find alpha in emerging markets.
Investors head back to EM as US tech capex bill mounts
US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
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Technological innovation – the (investment) world reimagined
What technological tools are investors using in a remote environment including more innovative ways to do due diligence? What behaviours and processes have changed because of COVID and lockdown?
Investor case study: Using AI in investments
Wei Xie explained the OPTrust focus on two subdomains of machine learning - reinforcement learning and uncertainty modelling - and how they can be used together.
Investing in the innovation economy
This session examined the venture capital landscape and how it has changed due to the pandemic.
In conversation with a venture capitalist
Todd Ruppert in conversation with serial entrepreneur and technology investor, Joe Lonsdale.
NEST’s PE challenge to the industry
The UK defined contribution fund, NEST has added a number of new asset classes to its portfolio over the past year – including infrastructure with a focus on renewables – but the fund is still missing an allocation to private equity. CIO Mark Fawcett spoke to Amanda White about the fund’s challenge to the industry on private equity fees, its focus on climate-aware portfolios and innovative approaches to portfolio management.
FIS 2026 at Harvard University