Spice up your bond portfolio: Kapstream

Kapstream manages about $4 billion in assets, half of which is in absolute return strategies and the other in passive cash and fixed income.

 

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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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