Special Coverage

Water

Water

The rising value of water is a growing investment theme. How are climate, technology, geopolitical and other risks affecting investors?

Past Special Coverage

Global Conflict

Global Conflict

How ongoing and possible future global conflicts could affect institutional portfolios.

Sports and Entertainment

Sports and Entertainment

With a variety of ‘new revenue opportunities,’ sports —teams, leagues, stadiums, broadcasting rights and more— are attracting the attention of institutional investors.

For More Than the Fun of It

For More Than the Fun of It

Established and emerging sports leagues are opening up and attracting institutional investors to a range of opportunities.

Cybersecurity

Cybersecurity

Investors and institutional allocators are looking for safety solutions as the danger posed by cyber attacks grows.

Keeping Endowments Safe From Hackers

Keeping Endowments Safe From Hackers

Cyberattacks on universities have soared, so university endowments are trying to catch up with other industries to ensure their portfolios are safe.

New Globalization

New Globalization

As the world’s power centers shift, tariffs and some geopolitical tensions rise and supply chains shorten, institutional investors face opportunities for and obstacles to portfolio growth.

Food and Agriculture

Food and Agriculture

Investors are increasingly focused on the role of nature in the economy, no where more than when allocating to products and companies that supply food and nutrition to the world.

Med Tech and the Fight Against Cancer

Med Tech and the Fight Against Cancer

How institutional investors can participate in the fight against cancer.

Sustainability

Sustainability

Sustainability is affecting all aspects of business and as a result, creating opportunities for institutional investors.

Demographics

Demographics

How are growing longevity and other demographic trends in the U.S. and globally affecting institutional asset allocators and the portfolios they manage?

Artificial Intelligence

Artificial Intelligence

Generative AI tools are changing the role of technology in institutional investing, making some allocators and managers rethink how to best use it and to capture investment opportunities.

AI Will Revolutionize Private Equity Investing

AI Will Revolutionize Private Equity Investing

Artificial intelligence will be able to convert its efficiency advantage over human investors into markedly better returns, per a Columbia Business professor with experience in the business of AI investing.

Energy Transition

Energy Transition

A review of how are institutional investors are reshaping their portfolios to take advantage of the opportunities in and be prepared for the risks posed by the move to a carbon-aware economy.

Investment Returns and Monetary Policy

Investment Returns and Monetary Policy

An examination of expectations for 2024 investment returns and the government policies that will affect them this year.

Private Markets

Private Markets

A review of the alternative investments playing a significant role in institutional portfolios and what benefits and risks they present.