Tech alters infrastructure assets
AI and other advances are making assets like toll bridges more challenging. Opportunities are emerging from privatisation but the days of ‘set-and-forget’ may be coming to an end.
Looming downturn forces moves
Asset owners are diversifying, cutting costs and allocating assets to low-volatility strategies to put their portfolios in position for difficult times, a high-level panel discussion found.
Bridgewater urges investors to get real
Investors need to face the reality of lower returns and adjust their portfolios accordingly, the co-CIO of hedge-fund giant Bridgewater said.
Steps beyond carbon footprinting
Merely capturing carbon data doesn’t do enough to inform asset owners about environmental risk but models and technology are emerging to do the job, the Smith School’s Ben Caldecott explains.
Cbus moving raft of assets in-house
Australia’s $34 billion pension fund for the construction industry is moving nearly half of its asset management in-house, starting with active equity and infrastructure.
Call to ‘take a stand’ for workers
UNI Global Union general secretary Philip Jennings implored asset owners to use their influence to help the global workforce, for the sake of the economy, society and their supply chains.
