He predicted that pension funds would continue to invest in alternatives, notwithstanding their disappointment with performance in the past year or so. And he said after the conference that Watson Wyatt was looking to have deeper and more involved relations with its clients, as the firm’s heritage involved working one-on-one with them.
Opinion
The roughly US$2 trillion ($2.8 trillion) sell-off in the global software sector since September 2025 is, while a painful drawdown for growth investors, also a timely reminder that asset owners should be more alert to stock-specific dispersion and hidden concentration risk inside portfolios, writes JANA head of research execution, Matthew Gadsden.
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