APAC’s mega trends: The investors positioning for the future

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APAC strategies: Why active management pays

In a region as diverse as Asia investors can lean in and take advantage of inefficiencies and inconsistencies around growth, central bank policy and diverse regulatory regimes; and asset owners in the region are increasingly finding active management, across all asset classes, optimises returns and reduces risk. Top1000funds.com investigates.

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Opportunities in APAC: Diverse and dynamic

The list of reasons to invest in APAC is compelling and institutional investors in the region are increasingly tapping the opportunities. Top1000funds.com looks at the different levels of income, volatility, efficiency and ultimately returns across the region.

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The twin forces rewriting the rules of investing

The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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Can we ‘circle’ our way out of this mess?

A circular economy keeps materials circulating in their highest value use. Co-founder of the Thinking Ahead Institute, Tim Hodgson, recently hosted a working group who debated whether it is a necessary – or even possible – component of the climate transition.

Sweden’s FTN scouts for domestic, European small cap managers

Nordic pension giant the Swedish Fund Selection Agency (FTN) is on the hunt for active Swedish and European small cap equity managers in a SEK 46 billion ($4.6 billion) tender. It comes as asset owners revisit small cap strategies as a useful diversification from US mega cap equities.

Previ: How high interest rates put profitability before diversification

Brazil's high interest rates mean the nation's oldest pension fund, Previ, has put profitability before diversification for years. CIO Claudio Goncalves is determined to change that, and is about to green light new allocations to US equity.

Geopolitical volatility and portfolio resilience

Just days after US president Donald Trump announced sweeping tariffs on "Liberation Day", an influential group of global pension funds and investment managers, gathered at a Top1000funds.com roundtable at London’s Rosewood Hotel to discuss the current economic and geopolitical landscape, and the possibility of a lost decade of real returns.

PGGM advances 3D investing strategy balancing impact, risk and return

The latest iteration of PGGM’s impact investing journey sees a core/satellite structure around 3D investing, more active management, a total portfolio approach and the hiring of fund managers that align to the mission. Amanda White spoke to chief fiduciary investments Arjen Pasma.

Brunel links push into private markets to ‘innovative’ investment model

In the last seven years, the private markets allocation at the UK’s Brunel Pension Partnership has grown to £8 billion ($10.7 billion). The fund's head of private markets Richard Fanshawe charts that growth but warns of a dearth of opportunity in the UK and uncertainties in the transition ahead.

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