If CalPERS had put more money into the Silicon Valley companies in its own backyard earlier it might be fully funded by now, jokes its sustainable investment head. But it won’t miss the same opportunities in climate investing.
If CalPERS had put more money into the Silicon Valley companies in its own backyard earlier it might be fully funded by now, jokes its sustainable investment head. But it won’t miss the same opportunities in climate investing.
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.
Pictet Asset Management head of quantitative investment David Wright said at FIS Singapore that AI will not only provide drastic efficiency gain for traditional stock pickers but also will be a defining part of “quant 2.0”.
Pictet Asset Management believes that declining emerging market policy rates and rising global trade will drive the performance of EM debt – and if the US dollar declines and local manufacturing rebounds, we could see a “super boom”.
As universal owners, pension funds can’t diversify away from the risk that biodiversity loss poses to the companies they invest in. A global, co-ordinated effort to push for better policy settings is underway, and a growing number of investors are recognising that halting and reversing biodiversity loss is an issue that demands immediate
Regeneration will become a key investment theme in the future according to multiple biodiversity themes, according to Gabriel Micheli, senior investment manager, thematic equities, Pictet Asset Management.
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FIS Stanford 2025