Research
AI Investment Is Booming—What Happens When It Flags?
With tighter regulation on the way and the potential for firms to feign artificial intelligence influence, SocGen recommends a diverse approach.
Tag: Technology
Risk
Allocators Need to Adopt More Technology for Investing, Says PSP Strategist
Artificial intelligence is available to find insights in vast reams of data, Herman Bril argues—so use it, already.
Asset Allocation
How Some Asset Owners and Managers are Using Technology to Gain Portfolio Insights
Technology, with human involvement, can improve efficiency and enable innovation in portfolio management, sources say.
Asset Allocation
Private Market Technology Investments Are Here to Stay
After an immensely challenging year for technology companies, professional investors discuss the reasons why private technology assets are still compelling investments.
Amid a Dark Night of Hacks, Cybersecurity Stocks’ Prospects Look Bright
Network breaches are becoming all too common, so the defenders at the ramparts are now a must-have service.
Research
Asset Owners and Consultants Say They Gotta Change Strategies, Pronto
Inflation and climate change spook them, so they’re scrambling to find smarter ways to adjust, a Nuveen survey finds
Newsmakers
CIO Announces 2022 Asset Owner Industry Innovation Award Finalists
On December 6, we will recognize the allocators driving change and enhancing performance in institutional investing.
Newsmakers
CIO Announces 2022 Asset Management and Servicing Industry Innovation Award Finalists
On December 6, we will recognize the firms driving change and enhancing performance in institutional investing.
Newsmakers
Stanford Launches Research Initiative on Long-Term Investing
Ashby Monk gives CIO an inside look into the new initiative.
Newsmakers
Tech Companies, Not Factories, Are Getting the Capital Spending Dollars Now
New reports shed light on the phenomenon.
Risk
The Case Against a Bear Market, Per Ned Davis
Stocks have had a rotten start this year, but they won’t get too much worse, the research firm says.
Market Moves
Jeremy Grantham Thinks the Bubble Will Burst … But He Has Some Stock Picks
The noted bearish savant isn’t optimistic in general, but still has some ideas he says will see investors through.
Risk
Valuations for Tech Make ‘Less and Less Sense,’ Says Dan Parker
Long large-cap technology stocks are a consensus trade, which is a problem for several reasons, according to the investor.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
Asset Management Culture
Northern Trust Joins Asset Servicing Unit to BlackRock’s Aladdin
The Chicago firm is the latest to integrate its tools to the portfolio management software.