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.
An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.
France’s €36.3 billion Fonds de Réserve pour les Retraites has a positive outlook for Europe and is prioritising “de-carbonisation” and active strategies to position the portfolio for new trends.
The combination of 89 local government pension schemes, (LGPS), into a pool of funds means significant and large direct investment in the UK is possible when pension funds work collectively.
Diversification can be a powerful tool in managing downside risk, but it has been argued that “too much” diversification can destroy a business if it diverts too widely from its original purpose.
The US$60 billion Mass PRIM has recalibrated its hedge fund portfolio moving from fund of funds to direct relationships, reducing fees, and using managed accounts. So what’s next?
Long-term investment in real estate, infrastructure and asset based lending, including financing ships and aircraft where traditional bank backers have fled, make up the German fund’s strategy.
The Strategic Investor Initiative (SII) from CECP aims to shift the conversation between companies and their investors from one about quarterly earnings to one about long-term value creation.
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