APG blends human intuition with machine efficiency

The traditional portfolio manager, meticulously sifting through a hefty stack of research and diligently inputting annual reports into a valuation model, seems to be a fading image from the past. For banks and asset managers to stand out, they must wholeheartedly adopt artificial intelligence, posits Gerben de Zwart of APG, one of Europe’s largest asset managers, overseeing approximately 541 billion euros for Dutch pensioners.

CIO debate unpacks pressing concerns over inflation

Inflation concerns continue to shape market predictions. “For three months, we witnessed impressive figures, but then oil prices spiked unexpectedly. This isn’t a fleeting issue,” commented Mary Pieterse-Bloem, chief investment officer of Rabobank, in the CIO Debate at Investment Officer’s 16th Fondsevent conference in the Netherlands on Monday.

Friend or Foe? FondsEvent debates AI’s dual nature

In the world of technology and innovation, few names command as much respect as Geoffrey Hinton, often dubbed the “Godfather of AI.” However, recent remarks from this AI luminary have sparked a heated debate on the role of artificial intelligence in our society. Monday’s FondsEvent conference by Investment Officer delved into the heart of this debate.

ALFI roadshow in Frankfurt urged to reimagine VUCA

In the face of market volatility, uncertainty, complexity, and ambiguity, a combination popularly referred to as ‘VUCA’, Ingo Mainert, CIO Multi Asset Europe at Allianz Global Investors, urges investors to embrace a fresh interpretation of VUCA: vision, understanding, clarity, and agility. 

This perspective came during his keynote speech at Wednesday’s ALFI Roadshow in Frankfurt, a gathering organised by Luxembourg’s 1700-member fund management trade association. The event provided a platform for industry experts to exchange insights on the investment climate and topics pertinent to Luxembourg, attracting roughly 300 delegates.

AI in asset management? Focus on end of curve

Investment businesses positioning themselves for a future shaped by artificial intelligence should maintain their focus on where they want it to be in the long term. And they should not be alarmed by the massive job losses that will stem from AI adoption. The global economy will be supported by productivity gains that the AI revolution will bring, easing the impact of an ageing workforce.