Tech wipeout brings lucrative opportunities for savvy investors
“Horrible” sentiment towards technology stocks is dragging down the value of some of the “best business models on the planet,” experts say.
An investment banking expert has warned the CalPERS board of the risks inherent in AI, emphasising the importance of investors understanding how their exposure to AI is at risk because of Chinese competitors.
“Horrible” sentiment towards technology stocks is dragging down the value of some of the “best business models on the planet,” experts say.
Asset owners are increasingly looking to technology to more effectively manage complex multi-asset portfolios, enhance returns and better inform risk management decisions. Top1000funds.com looks at how technology is being used by asset owners including LACERA and REST, and the insights of BCIMCo's chief technology officer, Tony Payne.
Singapore's investment company Temasek's is at the forefront of blockchain investment. Pradyumna Agrawal explains why going early and deep in tech investment is a sweet spot, encapsulated in the giant investor founding and building tech companies from scratch.
Pension funds positioning for growth should prioritise building technological capacity according to chair of Alberta Investment Management Company Mark Wiseman who led CPPIB through a significant growth period.
Technologies that have decimated and transformed the retail and manufacturing sectors are finally ‘knocking at the doors’ of the services sector, and institutional investors need to build a higher level of technology education among in-house sector specialists to stay ahead of the curve, argues Taimur Hyat, chief operating officer at PGIM, the investment management business of Prudential based in New Jersey.
APG, the biggest pension provider in Europe, is positioning itself as a digital pioneer with investment in the large-scale use of data, workflow automation and digital analytical platforms. A leader in funds management, most notably sustainability, it is once again a frontrunner by embracing technology.
Technology