In a statement to Universal Asset Owners, the US$390 billion teachers' pension reaffirms its 2050 net-zero pledge, points to more than $55 billion invested in climate-oriented solutions since 2004 — and lets a $2 billion savings number do the talking on its Collaborative Model.
In a statement to Universal Asset Owners, the US$385 billion Abu Dhabi fund explains what drove its 10.7% five-year return, why it kept deploying while peers paused — and how it sees its own lane within the emirate's crowded sovereign ecosystem.
Three years of benchmark shortfall, a deliberate underweight to the United States, and no retreat from private credit — Michel Leduc, CPP Investments' Chief Public Affairs Officer, answers the three questions critics keep asking about the C$793 billion fund.
June's inflation drop was energy-led. The film, the debate, the risk map — and AI becomes the owner's operating system.
Soft June inflation and a cooling job market argue for cuts — but the broken Iran ceasefire has oil back above $85, threatening to reverse the disinflation the Fed just banked. Where year-end rates land.
June inflation cooled harder than forecast — but it was energy-led, and the growth holding up the economy is AI-capex-led. Both tails run through one input.
How AI became the operating layer for the world's largest allocators — and why 'diversified' AI exposure resolves to one physical constraint: grid power.
U.S. headline CPI fell to 3.5% y/y in June, undershooting the 3.8% consensus. But the move was energy-led — the energy index dropped 5.7% on the month — while core inflation held flat at 2.6%. Disinflation that arrives through the fuel line is disinflation the universal owner is renting, n
Full UAO research: how insurance could delay the return of Hormuz trade after a truce.
Research & Commercial Insight — Wednesday, July 15, 2026. Watch: The Insurance Gate at Hormuz Download (MP4) Listen: Audio Overview The geography of
A blockade, a chip cluster and a sovereign-fund redesign reprice the same thing: the machinery that turns capital into cash flow.