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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DC behemoths open up on cultural and investment growth

Nest and AustralianSuper, the largest defined contribution trust funds in their respective countries, face similar challenges related to growth. The Fiduciary Investors Symposium at the University of Oxford heard how the funds are leaning into their growth challenges from a cultural and investment perspective.

Asset owners proving trust goes hand-in-hand with transparency

Transparency is key to building trust according to executives at Norges Bank and the United Nations Staff Pension Fund. They discussed the benefits, and limitations of transparency at the Fiduciary Investors Symposium at the University of Oxford.

AI is a copilot, not a driver, of asset owner organisational change

The use of AI in asset owners’ investment operations continues to proliferate but increasingly they’re setting clear boundaries around what it is and is not permitted to do, while resisting the temptation to allow AI to dictate organisational change.

Great power competition: The unlikeable, but undeniable, mega theme

The fragmentation of global power, and big increases in defence spending, alongside climate change and the rise of AI, have been identified by Wellington Management as major generational changes that will impact markets for decades to come.

Private market investors ponder transition investment

Investors putting capital to work in private market transition assets face unknowns around government policy, but the Fiduciary Investors Symposium at Oxford has heard that private credit also fits well with the long term nature of transition investments and brings valuable relationships with investee companies.

Why investing in biodiversity champions pays

Delegates at the Fiduciary Investors Symposium, Oxford University heard how an allocation to biodiversity champions, without any tech exposure, only slightly trails the MSCI World in a reflection of how it is possible for investors to make money in biodiversity solutions.

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