Will tokenisation shake-up the world of asset ownership?
The British regulator, the FCA, is moving fast to bring tokenisation to the £16.5tn UK asset management sector. So what impact can this have?
Are asset owners to blame for robot RFP responses?
Asset managers are increasingly turning to AI to craft RFPs as institutional asset owners and consultants demand increasingly customised, data-driven, and time-sensitive responses, according to research by Cerulli Associates.
AI’s forgotten booms hold real warnings for investors, says ACC CIO
The chief investment officer of New Zealand’s NZ$50.8bn Accident Compensation Corporation says the best parallels for today’s AI boom are the three that came before it.
The IA conference roundup: trends transforming investment
At the Investment Association's 2026 annual conference, industry experts unpicked the major forces currently driving change in asset management, from AI to the impact of geopolitics. In this video AOX senior reporter Juliet Martin summarises the day's key discussions.
Irish pension funds latch onto consolidation craze
The Irish pension system is entering a phase of consolidation, which is currently taking place organically. But experts predict this will not last long and the republic’s government will soon intervene to speed things up
As Islamic assets see continued growth, does that pose a concentration problem?
The Islamic finance market has grown by nearly 200 per cent in recent years, with growth in bond-like instruments now making it possible for pensions to provide more diversified options. But does that pose a concentration conundrum?
Is the growth of evergreen funds among asset owners genuine innovation or marketing hype?
As demand for private assets has gone up, the number of evergreen funds available has increased by 200 per cent over the past decade. Are these vehicles a genuine innovation, or is it all just marketing?
How popular is the total portfolio approach?
Over the past few weeks AOX reporters have been surveying asset owners to answer a question which has been surprisingly hard to get to the bottom of: how popular is the total portfolio approach
Investors advised to diversify credit portfolios as AI-related debt risks loom
Matt Tickle, chief investment officer at Barnett Waddingham, says AI businesses globally have also begun issuing "meaningful amounts of debt and investment-grade credit", which could begin to crowd out the amount of capital available to other types of investors
Tension at the heart of UK government pension reforms
The British government’s local government pension scheme reforms have been largely carried out with the intention of creating bigger pools of capital to grow the UK economy. But there is a tension at the heart of these plans: while the government wants to replicate Canada’s Maple 8, which operate like private equity houses to invest globally, it is also instructing the LGPS to invest locally.
Are Dutch pension funds warming to indirect crypto? Not entirely
Indirect crypto exposure among Dutch companies, institutions and households has grown rapidly, with Dutch pension funds holding the largest shares. But with wariness around the asset persisting, those who have committed remain elusive.
Bitcoin as a Public Investment: The Texas Treasury’s Watershed Bitcoin Commitment
Texas has established a new Strategic Bitcoin Reserve, administered through the Texas Treasury Safekeeping Trust Company, making it the first US state to invest in bitcoin. We at AOX take a look at what the allocation actually looks like.
AI’s capex surge tests investor discipline: ‘I’m more interested in picks and shovels than the gold mine’
As market concentration deepens and infrastructure spending accelerates, institutional investors question whether today’s AI-driven investment returns reflect durable growth or the later stages of a crowded trade.
What are the new power groupings in global investment?
Institutional investment is becoming increasingly polarised, with pension funds now dominating in North America while sovereign wealth funds are becoming more prominent in Europe and the Middle East. Armed with considerable resources, these investors are diving into private markets globally, including financing the energy transition.
Could a total portfolio approach spell opportunity for active asset managers?
Interest in asset allocation frameworks such as the total portfolio approach is gathering pace, with proponents including Calpers and the Canada Pension Plan Investment Board. While this enthusiasm could open the door to a larger role for active management, such strategies require governance structures and investment expertise currently only available to the largest investors
Debate over US tech concentration fuels demand for multi-factor equity strategies
European asset owners are grappling with the “concentration risk” in portfolios towards US technology and AI businesses in the S&P 500
Are defence stocks an ESG asset now?
A combination of Donald Trump’s pestering and nervousness about America’s reliability as an ally - including concern Greenland might follow the fate of Venezuela - has prompted European nations to increase the amount they spend on defence. Does that mean asset owners view defence as an attractive investment opportunity? And could it even be defined as an ESG asset?
What can Australia and the Netherlands teach us about pension consolidation?
As the UK government pushes for pension scheme consolidation, dreaming of economies of scale and a dearth of domestic private investment, we look at the Netherlands and Australia for clues as to what that might look like
Do asset owners think we are in an AI bubble?
Nvidia, which makes the chips which power AI and which is at the forefront of the boom, has seen its share price go up 290 per cent over the past two years, leaving most market indices in the dust. So does that mean a bubble is forming?
How big will England's local government pension schemes get?
Richard Law-Deeks thinks that by 2030 there may be as few as four local government pension scheme pools in England and Wales