Food for thought: Investing in global food production

The inevitable move to more modern food production
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Could Norway’s SWF really disappear?

Could Norway’s SWF really disappear?

Rising geopolitical risks and an AI correction could severely impact the value of the $2.2 trillion Norwegian sovereign fund, according to its chief executive Nicolai Tangen, who went so far as to say the fund could "disappear." The warning is a stark one for the world's largest sovereign wealth fund, whose 70 per cent equity allocation leaves it heavily exposed to any sharp correction in global and particularly US tech markets.

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China’s $420b social security fund eyes ‘AI+’ theme in A-shares

China’s $420 billion National Social Security Fund is scoping out technology-related investment opportunities in domestic equities, particularly the so-called “AI+” theme where artificial intelligence is married with traditional industries to enhance profitability, which has been gathering market and political momentum.

NBIM on AI cultural and organisational integration

By the evening of August 7, the same day GPT-5 was launched by Open AI, NBIM had it available to the entire organisation in a secure and scalable way. Joined on stage by CEO Nicolai Tangen at this year's Arendalsuka, the team behind AI integration explains their aggressive approach.

Data ‘slop’ and disinformation emerge as systemic risks for investors

Will AI-fuelled misinformation overwhelm investors’ ability to make sound decisions? The Thinking Ahead Institute’s Tim Hodgson examines the systemic risks of 'data slop' and why data provenance should be a strategic priority.

Have we crossed the chasm: The future of AI and the demand for data centres

The surging interest in generative AI has triggered a technological arms race, driving demand for data centres. Investors are looking to capitalise on what is often described as a generational opportunity, but as Blue Owl’s James Clarke cautions, there are several important factors to assess in partners for the long-term.

Dynamic allocation earns alpha: CalSTRS’ one fund approach pays off

In an interview with Top1000funds.com, CalSTRS chief investment officer Scott Chan says the one fund approach has already started to produce alpha. Sarah Rundell looks at the drivers of success including the ability to move more dynamically and cross-asset class collaboration to take advantage of opportunities.

High-stakes succession at US Fed brings investors to crossroads

Donald Trump’s next appointee as the Federal Reserve chair will be a defining moment for global investors, potentially escalating current market caution into a widespread exit from US assets, warns leading Stanford economist and finance academic Ross Levine. He outlines how the choice would impact the US debt and currency.

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