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Khosla warns of disrupted decade before AI boom brings abundance

AI will deliver a five-year burst of productivity and cost cutting before a deflationary decade reshapes the global economy, according to legendary venture capitalist Vinod Khosla.

Brendan SwiftSeptember 18, 2025

Managing fat tails and risks in the face of contradictory signals

Simon HoyleSeptember 17, 2025

Risk takers vs scalers: Investors split on where to access innovation

Lachlan MaddockSeptember 17, 2025

NZ Super co-CIOs chart TPA vision; hunt for new alpha sources

Darcy SongSeptember 16, 2025

HESTA prepares AI investment framework for total fund clarity

Darcy SongSeptember 15, 2025

US Department of Labor slams OECD on ‘Marxist’ ESG policies

The US Department of Labor has publicly condemned the OECD for “pushing members to politicise their pension systems by integrating ESG factors unmoored from returns”, declaring that it will no longer support the OECD's responsible investment principles and the concept of ESG "a Marxist march through corporate culture".

Darcy SongSeptember 11, 2025

Equities

Future Fund flags expansion of active equity program

Emerging markets, Europe and Japan are all in focus for Australia’s sovereign wealth fund as it looks to ramp up active equities and diversify its exposures, as the fund grows wary of US markets amidst heightened political uncertainty.

Lachlan MaddockSeptember 11, 2025

Litigation, fees and structures: Why 401(k) plans won’t jump into alts, yet

President Trump has fired the starting gun on encouraging America's 401(k) plans to invest in private assets but corporate plans remain concerned about fees, structures and litigation. Meanwhile many DB funds are voicing their concerns about how it might impact access to investments, and alpha, and change the asset class.

Sarah RundellSeptember 9, 2025

Asset Classes

OMERS flags end to supercharged private equity returns

OMERS has warned that investors need to temper their expectations regarding the performance of more recent private equity vintages, as the favourable environment of high valuation multiples and low interest rates that spurred over a decade of superior returns begins to fade, said APAC head Ashish Goyal in Singapore.

Darcy SongSeptember 8, 2025

Opinion

The efficiency trap

Will the relentless pursuit of efficiency undermine our ability to build a resilient and sustainable future? Andrea Caloisi, a researcher at the Thinking Ahead Institute at WTW, explores how complex systems, driven by short-term optimisation, may be fuelling long-term fragility.

Andrea CaloisiSeptember 8, 2025

Investor Profile

PFZW’s IC chair explains why cutting equity names hones impact

Professor Dirk Schoenmaker, investment committee chair of the €250 billion ($291 billion) Dutch healthcare pension fund Pensioenfonds Zorg en Welzijn (PFZW), whose expertise has helped inform its "3D" investment strategy, explains why less is more in an equity allocation with fewer stocks.

Sarah RundellSeptember 4, 2025

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