Former BGI, McKinsey chiefs launch new boutique

“But we always wondered if we could apply some of the ideas of industrial economics to investment management,” Bowers said.

Some decades later, instead of stepping down from full-time work and playing golf instead, they are co-founders of a funds management venture whose investment thesis is based on this academic field.

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The AI boom has left super funds with nowhere to run

Whenever super fund CIOs are asked what they’re doing about AI risk, “diversifying” is always the answer. But as cross-portfolio exposures to the thematic grow and grow, that answer is no longer good enough.

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