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.
Will AI-fuelled misinformation overwhelm investors’ ability to make sound decisions? The Thinking Ahead Institute’s Tim Hodgson examines the systemic risks of 'data slop' and why data provenance should be a strategic priority.
The surging interest in generative AI has triggered a technological arms race, driving demand for data centres. Investors are looking to capitalise on what is often described as a generational opportunity, but as Blue Owl’s James Clarke cautions, there are several important factors to assess in partners for the long-term.
In an interview with Top1000funds.com, CalSTRS chief investment officer Scott Chan says the one fund approach has already started to produce alpha. Sarah Rundell looks at the drivers of success including the ability to move more dynamically and cross-asset class collaboration to take advantage of opportunities.
Donald Trump’s next appointee as the Federal Reserve chair will be a defining moment for global investors, potentially escalating current market caution into a widespread exit from US assets, warns leading Stanford economist and finance academic Ross Levine. He outlines how the choice would impact the US debt and currency.
The State of Wisconsin Investment Board's head of real estate Jason Rothenberg shares his views on how to address the enduring challenges for office investors. It involves a building-by-building investment approach to avoid assets at risk of conversion or demolition.
APG Asset Management, Europe’s largest pension investor, is set to double its global infrastructure allocation in the next five years and is stepping up its push into infrastructure assets in the Asia Pacific with a focus on Australia, India and Southeast Asia and opportunistic investments in Japan and Korea.
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