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Editorial
Best of 2025
From the DeepSeek-driven reassessment of the US’ AI leadership to the Liberation Day tariffs which plunged global trades into uncertainties, 2025 has tested asset owners’ theses around geopolitical stability, the dominance of the tech sector, and geographical diversification. Here are the top read stories of this year.
InFocus
How data is dragging infrastructure debt out of the shadows
Infrastructure debt offers asset owners attractive yields and valuable diversification, but it has also been a market long starved of reliable data that is crucial to manage risk.
Featured Story
Europe rearms, defence returns surge, asset owners rethink exposure
Years of hard-line exclusions of the defence industry kept many asset owners out of one of the strongest-performing sectors. Now, as Europe rearms, investors are reworking defence policies – cautiously and under intense scrutiny.
Featured Story
Alaska’s APFC: Why any nudge lower in private equity will be slow progress
As Alaska's APFC mulls trimming its 18 per cent private equity allocation, the reality of getting legacy managers off the books is proving more challenging, according to deputy CIO, private markets Allen Waldrop. In an interview with Top1000funds.com, he also shares his view on secondaries and manager selection.
