Major Australian superannuation funds are shifting focus from AI infrastructure buildout to application deployment as valuations stretch and funding patterns evolve.
As data centres evolve into massive energy consumers, the industry’s "unsexy" fundamentals, grid reliability and baseload power, are superseding speculative AI premiums as the primary drivers of investment value.
A Nuveen survey shows that engagement with AI is particularly strong in Asia Pacific, where 62% of institutional investors see computing power and chips as the greatest opportunity.
Australian Retirement Trust views the AI bubble narrative as premature but warns AI-related equities are no longer cheap, as the fund repositions towards financials and healthcare.
Crypto prices have retreated in 2026, reviving concerns over short-term volatility. But Asymmetry Capital says the pullback has not altered its long-term positioning.
CIO Dennis Luk outlines YF Life’s 2026 strategy, combining diversification and downside protection with AI-driven tools to boost portfolio resilience and long-term growth.
From Tokyo apartment buildings to student housing in Sydney, real estate watchers are upbeat on the APAC real estate sector this year, although office space remains lacklustre.
As artificial intelligence accelerates through the real economy, the Singapore-based group's principal explains why operational impact and capital discipline matter more than trying to predict technology winners.
Ageing economies face a stark choice: either do nothing and decline in population and economic activity or invest in innovation and technological transformation and continue to grow.