Tag Archives: Calum Kapoor

Pensions cut US equities over AI concentration risk

“Given the current scale of the US market in global portfolios -the rise of passive investing using indices needs discussion. Indices are not as diversified as they have been in the past.”  Dan Mikulskis Continue reading →

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The Norwegians show a financial strategy other European funds may follow.

It’s good to see the name of one of “ours”, the pension reporter Calum Kapoor writing in the FT. Is this a first? I hope it is not the last, this is an excellent scoop and in company of the … Continue reading →

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A new contract with Government for the next generation of pensioners

I am pleased to read this excellent article by my friend Calum Kapoor in Asset Owner Exchange. This is not an old man like John Kay or Con Keating, explaining the way that pensions shape the economics of Britain, this … Continue reading →

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