The outperformance of APAC equities in 2025 has reignited interest among asset owners in allocating towards the region, but Franklin Templeton's investment strategist Christy Tan argues the investment case for APAC has shifted from a tactical to a structural buy. She unpacks the reasoning in conversation with Top1000funds.com Asia Pacific correspondent Darcy Song. View more info
AI dominates today’s portfolios, but the failures will outweigh the successes without genuine active management argues Loomis, Sayles & Company’s Aziz Hamzaogullari. View more info
Stanford University’s Stephen Kotkin provides an insider’s view on the conflict in Iran, and explains why a US-China war remains the ultimate unpriceable risk event for investors. The celebrated geopolitical expert sat down with Conexus Financial’s Colin Tate at his office inside Hoover Tower. View more info
Published in partnership with Blue Owl Capital.
In this conversation, Top1000funds.com editor Amanda White spoke to Clarke about the credit cycle, the evolution of private credit, data centre financing, and what institutional investors should expect from their managers. View more info
Top1000funds.com editor Amanda White speaks to Oregon State Treasurer, Elizabeth Steiner, about the future role and expectations of private equity, how a maturing of the asset class puts pressure on returns, and the private/ public asset mix in the fund’s four-yearly asset allocation review which has just begun. View more info
Listen to the detailed interview between Top1000funds.com editor Amanda White and CalPERS' CIO Stephen Gilmore to gain insights into how a TPA mindset has the potential, through a shared focus on the total portfolio, to add value, simplify accountability and open new opportunities for investments. View more info
