I chat with Anthony, Director at Verge Labs, on the open-source revolution, how we should frame the conversation around ethics and potentially optimistic viewpoint as artificial intelligence evolves.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
A concentrated bet on fewer, better GP relationships is paying off for one of Australia's largest superannuation funds. Built on selective manager and deal selection rather than a broad roster, the A$112 billion ($78 billion) Rest Super delivered private equity returns more than double the peer average last financial year, as the fund proactively courts top-tier PE firms instead of waiting to be approached.
Building the expertise for direct investment in global real estate and infrastructure is a priority for the new CIO of the United States’ largest pension fund. Nicole Musicco spoke to Amanda White in an exclusive interview at the Fiduciary Investors Symposium.
Raghuram G. Rajan, Professor of Finance at the University of Chicago and former Governor of the Reserve Bank of India, argues that Federal Reserve policy suggests inflation will start to come down. He reflects on the toxic risk of high levels of leverage combining with asset declines.
Stephen Kotkin, the John P Birkelund Professor in History and International Affairs, Princeton University, cites the many risks of investing in China.
While many allocations struggle in a downturn, it presents opportunities in private credit some of which are already starting to appear.
A push towards standardised data and more appropriate incentives is bringing greater amounts of private sector capital into play on the path towards net zero emissions by 2050.
“Horrible” sentiment towards technology stocks is dragging down the value of some of the “best business models on the planet,” experts say.
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