The big trends: they’re all good, says State Street

Nevertheless, he thought there might be further unbundling of services and pricing on the custody/investment admin side in the future.

“We need continued transparency and unbundling (such as cash and FX services) is important… Certain parts of custody may also see some unbundling, such as performance analytics,” he said.

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Why UniSuper’s John Pearce thinks the data centre party is winding down 

The demand for AI driving data centre construction might be “insatiable”, but the chief investment officer of the $166 billion UniSuper thinks that investors could be taking on technology debt and misreading the regulatory tea leaves as they rush to buy digital infrastructure.

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