Capital expenditure around data centre build-outs will likely reach $1.3 trillion this year, representing a greater share of ...

While global investors marvel at the productivity and economic gains from AI, they should remember that it is underpinned by ...

Jack Clark, co-founder and head of public benefit at Anthropic, told the Top1000funds.com Fiduciary Investors Symposium at ...

The explosive growth of AI data centres is pushing projects from real estate into infrastructure at unprecedented scale, but surging ticket sizes are forcing debt markets to reprice even high-quality ...

As investors look to diversify away from concentrated US equity markets and the domestic political tensions that have ...

Allocators are once again paying serious attention to emerging markets as they seek diversification from concentrated US ...

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A string of individually defensible US regulatory changes made since 2025 is weakening both the private and official checks ...

Stanford professor Andy Hall warns that concentration of ownership of AI models and a lack of control by governments over ...

Blue Owl co-chief executive Marc Lipschultz has defended the manager’s push into the retail space, telling the ...

CalPERS may have doubled the fees it pays for active management in public equities, but the alpha it generates has quadrupled, says global equity head Simiso Nzima, who has spent three years pruning a ...

Asset owners using the total portfolio approach often find it difficult to demonstrate precisely how much it has added to returns, but the C$27 billion ($20 billion) OPTrust now has hard evidence of ...