AI - Top1000funds.com

Debt beats equity in data centre boom as scarce capital lifts credit yields

Asset owners continue to weigh up the shifting risk-return attributes of the booming data centre sector including deal structures, refinancing, energy requirements, and the future of AI.

Brendan SwiftSeptember 25, 2025

The artificial intelligence revolution is taking place against a backdrop of rising fiscal deficits and a realignment of the geopolitical order. Applying cutting-edge AI technology to navigate markets is helping asset managers such as Bridgewater make sense of a shifting landscape.

Simon HoyleSeptember 23, 2025

FIS Stanford 2025

Asset owners eye tech’s new foundation for investing

Institutional investing is entering a new era as blockchain-based rails make markets always-on, near-instant and capable of delivering hyper-customised portfolios. Are asset owners ready?

Brendan SwiftSeptember 22, 2025

FIS Stanford 2025

Khosla warns of disrupted decade before AI boom brings abundance

AI will deliver a five-year burst of productivity and cost cutting before a deflationary decade reshapes the global economy, according to legendary venture capitalist Vinod Khosla.

Brendan SwiftSeptember 18, 2025

Technology

HESTA prepares AI investment framework for total fund clarity

The A$98 billion ($64 billion) Australian super fund HESTA is laying the groundwork for a more systematic framework for using AI across its total portfolio, solidifying use cases in research, forecasting, risk management and private assets that all centres on the objective of “seeing risks earlier and clearer”.

Darcy SongSeptember 15, 2025

Equities

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.

Darcy SongAugust 28, 2025

AI

FIS Stanford 2025

Debt beats equity in data centre boom as scarce capital lifts credit yields

FIS Stanford 2025

AI beyond the black box

FIS Stanford 2025

Asset owners eye tech’s new foundation for investing

FIS Stanford 2025

Khosla warns of disrupted decade before AI boom brings abundance

Technology

HESTA prepares AI investment framework for total fund clarity

Equities

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

California Public Employees Retirement System (CalPERS)

Canada Pension Plan Investment Board (CPP Investments)

Norges Bank Investment Management

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