The Government Pension Fund’s CIO explores nuances of external manager alignment, its shift toward EM debt, and why the global corporate landscape is entering critical period of accountability for massive capex.
Philippines' GSIS partners with JIC to improve valuations and risk assessments; Aware Super and TelstraSuper set to merge in next two months; NPS signs MOU with Allianz Global Investors; and more.
Major Australian superannuation funds are shifting focus from AI infrastructure buildout to application deployment as valuations stretch and funding patterns evolve.
Norway's SWF excludes India's Adani Green Energy from its portfolio; Australia's Aware Super scraps restrictions on high-carbon companies' investment; and more
Australian Retirement Trust views the AI bubble narrative as premature but warns AI-related equities are no longer cheap, as the fund repositions towards financials and healthcare.