CDPQ balances equity gains with real estate woes

Charles Emond

Equity and infrastructure drove gains at C$473 bil
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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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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.

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US Department of Labor slams OECD on ‘Marxist’ ESG policies

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