Emerging markets investors have long ‘mispriced’ risk: Kotkin

Escalating diplomatic “disillusionment” surrou
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‘Quiet accumulation’ of US reforms raising financial crisis risk: Stanford scholar

‘Quiet accumulation’ of US reforms raising financial crisis risk: Stanford scholar

A string of individually defensible US regulatory changes made since 2025 is weakening both the private and official checks on risk-taking, according to Stanford University Hoover Institution senior fellow Ross Levine, who warns the combination is raising the risk of a future financial crisis.

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Illinois’s innovative first

Illinois State Treasury is planning a new $700 million allocation to student loans in the first investment of its kind for any US state treasury. The $32 billion state treasury has never been scared to innovate.

USS invests in EM linkers

The £65 billion Universities Superannuation Scheme is investing in inflation-linked emerging market bonds to profit from developing economies higher bonds yields and levels of inflation.

Iceland’s LSR prepares to invest abroad

Iceland’s ISK900 billion ($7.5 billion) Lífeyrissjóður Starfsmanna Ríkisins (LSR), the Pension Fund for State Employees and the Pension Fund for Nurses is poised to invest more overseas as capital controls introduced in the wake of Iceland’s 2008 banking crisis finally ease.

Urgency needed in infrastructure

There is an urgent need for infrastructure investment that cannot wait, according to Jim Yong Kim, former president of the World Bank and now partner and vice president of Global Infrastructure Partners.

CalPERS wants PE ideas for new entity

The CalPERS’ board has approved the first step in the creation of a new private equity model, and now the fund’s CEO, Marcie Frost, is looking for advice on how to structure such an entity.

MetallRente builds risk return culture

A new fund in Germany combining liquidity, dynamic equity exposure and strong ESG focus is against the mould of the country’s more conservative, insurance-led investment style, and Heribert Karch, managing director of MetallRente which offers the fund, is determined to bring a return-seeking investment culture to Germany.

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