Linda Gruendken: Cycling in Cambridge and the randomness of markets

I chat with Linda, the lead scientist from GAM Sys
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US endowment returns rocket on SpaceX windfall

US endowment returns rocket on SpaceX windfall

Early venture bets on SpaceX have ballooned into major portfolio positions at some US university endowments, with new analysis estimating the aerospace firm contributed as much as 10.6 percentage points to annual returns. Michael Markov, founder of US quantitative researcher Markov Processes International, says the windfall is now creating a concentration risk that investors cannot ignore.

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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.

FIS Stanford 2025: Photo gallery

[Best_Wordpress_Gallery id="78" gal_title="FIS Sta Continue Reading Access the full content on Top1000funds.com Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset Owner Directory (enhanced

Chicken, beef or vegetables: assessing the real environmental impact of AI

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.

Asset owners eye tech’s new foundation for investing

Institutional investing is entering a new era as blockchain-based rails make markets always-on, near-instant and capable of delivering hyper-customised portfolios. Are asset owners ready?

Are we waiting for a superhero to save our world?

Can climate inaction be reversed, or will we keep waiting for someone else to act? Jessica Gao, researcher at the Thinking Ahead Institute at WTW, explores how individuals, investors, and companies can step up to lead the transition - before it's too late.

Khosla warns of disrupted decade before AI boom brings abundance

AI will deliver a five-year burst of productivity and cost cutting before a deflationary decade reshapes the global economy, according to legendary venture capitalist Vinod Khosla.

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