Investors are watching conflict in the Middle East closely as inflationary pressures begin to build beneath the surface. One of the challenges for many investors is reduced exposure to the hedging benefits of fossil fuels in listed, and private markets.
Can climate inaction be reversed, or will we keep waiting for someone else to act? Jessica Gao, researcher at the Thinking Ahead Institute at WTW, explores how individuals, investors, and companies can step up to lead the transition - before it's too late.
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.
Global investors face the difficult task of setting asset allocation in an environment where the global macro-economic backdrop suggests chaos and downside risk but markets continue to perform strongly.
Investors are still split on whether it’s better to hunt for innovative companies in the public or private markets. But the biggest consideration for investing in new technologies might have more to do with liquidity.
As NZ Super nuts out growing pains in processes and technology, it has made some recent decisions to change its governance route including appointing two co-CIOs, Brad Dunstan and Will Goodwin, last year. In an interview, they discuss the co-delegation model, the evolution of TPA, and new alpha sources.
The A$98 billion ($64 billion) Australian super fund HESTA is laying the groundwork for a more systematic framework for using AI across its total portfolio, solidifying use cases in research, forecasting, risk management and private assets that all centres on the objective of “seeing risks earlier and clearer”.
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