Japanese earthquake: one in 20 year losses but not “the big one”

“So not quite the “big one” or 1 in 100 year event for Japanese cat bonds, but this is potentially something closer to the big one for the local insurance industry and a certainly a significant human tragedy,” 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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