Japan Bets on Itself. Temasek Goes Maximum AI.
The $1.8 trillion pension signal that moved markets—and the sovereign investor targeting a 15% AI allocation.
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Hormuz is back in your portfolio
A single strait moves oil, LNG, inflation, rates, shipping and defense at once — and it's back. Plus private credit meets its stress test as it's sold into the 401(k), and Temasek maps the AI-and-income barbell.
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