Tag: opinion

Opinion November 9, 2026

Steering a Course Through the AI Capital Investment Boom

Investors will need tactical flexibility and strategic discipline as artificial intelligence matures, writes the head of institutional portfolio strategy at J.P. Morgan Asset Management.

Opinion April 21, 2026

A Valuable Diversifier in an Era of Uncertainty and Concentration

The latent opportunities of undervalued Japanese firms offer defense against a down cycle for US technology, writes Amova Asset Management’s chief global strategist.

Opinion November 12, 2024

Japan’s Structural Awakening

Where to find productivity after 30 years’ slumber, according to Nikko Asset Management’s chief global strategist.

Opinion February 22, 2024

Commentary: Energy Transition Wave to Dominate Investment Landscape

A huge wave of change will create substantial risk and opportunity for institutional investors across geographies, sectors and asset classes.

Opinion February 18, 2021

In Memory of David Villa

CIO Dominic Garcia remembers his mentor.

Asset Management Culture February 3, 2021

Op-Ed: Investors Have More to Do If They Really Want to Help Address Systemic Racism

Capital allocators must understand the importance of supporting positive change that benefits their stakeholders and society at large, sustainable investing experts argue.

Opinion September 21, 2020

Op-Ed: A Valuable Tool for Private Equity Fund Investments

Attorneys with global law firm K&L Gates LLP discuss why a model limited partnership agreement could help CIOs.

Opinion June 29, 2020

Op-Ed: Building a More Diverse Next Gen: Proprietary Sourcing Extends Beyond Deal Flow

Firms must develop diverse leaders for the future, writes CIO Leslie Lenzo and her team at Advocate Aurora Health in response to Tony Waskiewicz's call to action.