A revitalised approach that prioritises active management, value-add strategies and the hunt for alpha in CalPERS $168.6 billion global fixed income portfolio is starting to pay off. Speaking during ...

Condoleezza Rice, the 66 th US Secretary of State and current director of Stanford University’s Hoover Institution, said that the new world order is likely to have several characteristics, of which ...

In an endorsement of its hard work over the last year, Sweden’s Fund Selection Agency (FTN), the government agency charged with procuring and monitoring the funds on offer on the country’s premium ...

Rolling out a total portfolio approach is rarely a linear process, as even its most experienced practitioners have warned that without careful resistance to old language, culture and structure, asset ...

The $50 billion-plus South Carolina Retirement System Investment Commission’s (SC RSIC) shift into positive cashflow has enabled an increased allocation to private equity and private credit. The ...

In my last thought piece on misinformation (Data ‘slop’ and disinformation emerge as systemic risks for investors), I noted the likely ballooning in quantity of ‘AI slop’ (AI generated information) ...

While the US remains the most entrepreneurial economy, China might now be challenging its technology leadership, while ...

Former US deputy national security adviser Matt Pottinger has warned that China could spark “a very serious crisis” in Taiwan ...