Artificial Intelligence (AI)
In-depth reporting on the subject of artificial intelligence for our pension fund and asset management readers from IPE’s award-winning journalists
Asset Class Reports
AI arms race supercharges Asian tech companies
The impact of the AI capex boom on emerging market equities should not be underestimated – but is it sustainable?
Interviews
Listed equities: Beyond the Magnificent Seven, betting on the future of AI
America’s tech giants not only dominate equity indices; they are breaking records for capital expenditure on AI. How are European pension funds approaching their allocation to the Mag 7?
News
Norway tells SWF to put big-tech concentration risk under microscope
Finance ministry follows up on January’s advice from GPFG’s new expert panel, asking central bank to probe bonds strategy, geopolitical and concentration risk
News
Norway’s SWF manager sees increased risk of AI correction
GPFG returns 15.1% in 2025, with equities and unlisted renewable energy infrastructure leading gains
Asset Class Reports
Tech takes over: how AI capex is reshaping credit markets
Cash-rich issuers are rushing to the IG market to finance AI-related expenditure. But with spreads at tight levels, markets will be closely watching earning statements and balance sheets
Asset Class Reports
Bond managers look to AI to boost returns
The new tech is flooding financial markets, but has made a slow start in bonds. This is about to change, as industry players work towards improving data quality and oversight of AI applications
Interviews
Lazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
Opinion Pieces
Thoughtful engagement with AI is no longer an option for asset managers and pension funds
The arrival of AI into the investment process has the potential to vastly amplify existing research-related information disparity
News
Norway SWF aims to halve manual processes through AI use
NBIM expects headcount to remain broadly stable: ‘AI acts as a force multiplier for our employees rather than a replacement,’ spokeswoman says
Special Report
Trends to watch in 2026: As stocks defy gravity, bubble fever speculation grows
Stocks seemed to have defied gravity this year, but the latest Bank of America (BofA) Securities Global Fund Managers survey shows that a record 60% of money managers canvassed believe global equities, including the US, are overvalued.
Special Report
The Moravec paradox: AI and the future of jobs
The rise of artificial intelligence threatens many industries, but could it also see a levelling between ‘intellectual’ and more ‘hands-on’ jobs?
Asset Class Reports
Case study: Pension Danmark focuses on AI, robotics and defence as it weighs up the value of active management
Erik Bennike, head of equities at PensionDanmark, explains the fund’s carefully chosen combination of active and passive management styles
Special Report
The climate dilemma: why mining and tech companies are proving complicated for net-zero investors
The mining industry is estimated to be directly responsible for 4-7% of global greenhouse gas emissions. When Scope 3 emissions, including those from coal-fired power generation, are included, that figure leaps to nearly 30%.
AI in special reports
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