How private credit investors are preparing for software’s AI reckoning

Published in partnership with Franklin Templ
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Why Australia’s super funds continue to engage with Washington

Why Australia’s super funds continue to engage with Washington

Australia’s fast-growing superannuation funds are increasingly allocating capital into US infrastructure, but success will rely on navigating an unpredictable federal policy environment and a patchwork of skeptical state governments.

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Private asset funds are no longer fit-for-purpose

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.

Arguments for optimism: Why investors are looking on the bright side

When global asset owners gathered at London’s historic Rosewood Hotel to gauge market sentiment and explore investment strategies and ideas, the tone was remarkably upbeat in a conversation that spanned currency strategies, the muted impact of geopolitics on asset prices, and the importance of managing human bias.

Solving for retirement: All paths lead to more private savings

The most significant change to the superannuation and pension system is not the internalisation of asset management, or the shift to passive strategies, or the rise of private markets but the climbing support ratio globally, according to Michael Davis, head of global retirement strategy at T. Rowe Price.

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.

If good pain exists, private markets are feeling it

Uncertainty surrounding the impact of the US administration’s policy plans weighed on markets, including the implementation and reversal of tariffs, job cuts across the federal workforce and tightened immigration enforcement.

Bond allocations increase as diversification benefits come to the fore

Asset owners are, on a net basis, increasing allocations across fixed income sectors, seeking geographical diversification – particularly those in Asia-Pacific and EMEA – and trusting bonds to provide ballast against equity risk in portfolios.