Debt beats equity in data centre boom as scarce capital lifts credit yields

(From left to right): The Future Fund's Tammi Fisher, Blue Owl's Patrick Lawler, and IMCO's Jennifer Hartviksen.

(From left to right): The Future Fund's Tammi Fisher, Blue Owl's Patrick Lawler, and IMCO's Jennifer Hartviksen.

Red-hot demand for data centres and a lack of infr
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Condoleezza Rice: Globalisation’s borderless era is coming undone

Condoleezza Rice: Globalisation’s borderless era is coming undone

Condoleezza Rice, the 66th US Secretary of State and current director of Stanford University’s Hoover Institution, said the new world order will have several characteristics of which there are already signs: more protectionist trade policies, a redistribution of security burdens, and louder voices for those marginalised in globalisation. 

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FIS Stanford 2025: Photo gallery

[Best_Wordpress_Gallery id="78" gal_title="FIS Sta Continue Reading Access the full content on Top1000funds.com Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset Owner Directory (enhanced

Chicken, beef or vegetables: assessing the real environmental impact of AI

The inexorable rise of AI is increasing energy demand around the globe, but the technology itself is also enabling greater efficiencies. Assessing its real impact requires an understanding of both its “footprint” and its “handprint”, and its impact may not be as dire as we’ve been led to believe.

Asset owners eye tech’s new foundation for investing

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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.