Fantastic conversation with Igor Halperin around the application of reinforcement learning into forecasting problem, and the limits to data and understanding the world.
LPPI: Keeping AI risk in check
As the risk of an AI bubble grows, LPPI's Richard Tomlinson reflects on how the LGPS pool manages and measures AI exposure. In an interview with Top1000funds.com, he also explains how he has been moulding the fund's investment structure to be fit for a post-LGPS reform future.
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Public-private partnerships key to fixing US infrastructure
The size of the current infrastructure investment gap and the speed at which it is widening mean there is both a desire and a need for more public-private partnerships to unlock funding. Investors say that collaboration with local governments and raising public awareness of private investment benefits are crucial.
Federal backing vital for US innovation: Stanford president
Stanford president Jonathan Levin said the university’s top priority is maintaining the partnership with the federal government while safeguarding its operational freedom, as the institution balances financial reliance on Washington and political scrutiny from the Trump administration.
Believing the hype around data centres
With digital infrastructure projects like hyperscale data centre facilities becoming bigger, more complex and more costly, Blue Owl’s Robert Hartog believes that investors should begin to take part in what he describes as a “generational market opportunity.”
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.
Why CalPERS doesn’t want to miss the climate revolution
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.
AI beyond the black box
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.
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