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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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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