With the return to favour of top-down equities management and renewed focus by pension funds on their asset allocation and beta exposures, there has consequently been a resurgence in thematic investment styles and products.
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Photo gallery: FIS 2026 at Raffles Singapore
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Future Fund could manage others’ money
Managing money for default super is a possibility for Australia’s sovereign wealth fund. Its leadership also said becoming more ‘nimble’ and adding activity in venture and growth were priorities.
Carlyle MD says cycle isn’t done
Carlyle’s Jason Thomas says private-equity investors miss out when they try to call the top of the cycle. He thinks Trump’s impact has been overblown and that the current cycle isn’t done yet.
CalPERS says consultants could do better
CalPERS is happy with its consultants, except for their performance in recommending ways to control fees and costs and their presentation of new investment ideas, a board rating reveals.
Dutch pension funds embrace UN goals
PGGM and APG are well advanced in developing a process to identify potential sustainable development investment opportunities that could transform the UN’s targets into tangible returns.
5-yearly power transfer looms in China
As China readies for its five-yearly leadership reshuffle, global investors are watching to see how they’re poised to manage the world’s second-largest economy as it faces up to its debt dilemma.
Satyajit Das: access real income
Author Satyajit Das, who warned about derivatives before the GFC, says debt levels have turned the whole world into a carry trade and managers need to get close to real income streams.
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