Stronger liquidity management through a total portfolio approach (TPA) can do more than manage real-time risk exposures – it can also help generate alpha, according to panellists at the Fiduciary Investors Symposium at Harvard University.
AI is “the most consequential megatrend” for infrastructure investors with opportunities not only around data centres, but also energy and fibre networks by extension. But despite the bullishness, some asset owners are wondering when – or if – AI will deliver a miraculous productivity gain and benefit the underlying infrastructure.
Co-president of Apollo’s asset management arm, John Zito, said reforms to European capital markets could unlock trillions of dollars worth of investment opportunities as investors seek alternatives to the US market, and Germany and France are key to leading the region’s growth narrative.
Public markets aren’t functioning as well as they used to, and more and more asset owners are loading up on private assets in a bid to maintain their returns. But private market managers need to realise that their investors want a true partnership, or risk “a washing out”.
Carol Geremia, president of the Boston-headquartered MFS Investment Management, said “long-term washing” has become one of her biggest worries, with everyone claiming to be a long-term investor while failing to align their investment practices with that goal.
This article was produced by Capital Group without involvement from the Top1000funds.com editorial team.
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