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Opinion

Wisdom: The jewel in the dirt-pile of intelligence

In his regular column for Top1000funds.com, Tim Hodgson, co-founder of the Thinking Ahead Institute at WTW, reflects on the dangers of unconstrained action, the limits of efficiency, and why long-term sustainability may depend on knowing when not to act.
FIS Stanford 2025

Inside NBIM’s AI playbook to hone investment edge

Norges Bank is a lean organisation despite managing a $2.2 trillion portfolio. Across the fund’s four global offices, there are only 700 staff, or $3 billion per person, which is why it has made pursuing AI-driven efficiency a core organisation initiative – and a non-negotiable requirement for its employees. 
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.  
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.