August 2026

Evidence reveals how African pension and sovereign wealth funds are increasingly allocating to alternative assets like private equity

Ghana is increasingly positioning itself as one of Africa’s most credible examples of how domestic pension savings can be channeled into private equity, venture capital and SME growth financing with industry initiatives focused on shifting domestic African capital pools towards local real economy investments, including the Ghana Venture Capital and Private Equity Association GVCA 5% Pension and Insurance Industry Compact launched in April 2025 and the $70m Fund of Funds Ci Gaba managed by Savannah Impact Advisory. At a recent...

July 2026

US. Only 14% of Gen X Has a Pension. For a 53-Year-Old Riding an AI-Heavy S&P 500, Social Security Is the Only Floor Left.

Only 14% of Gen X has a pension, and roughly 40 to 50% of the S&P 500 is tied to AI-themed stocks, leaving Social Security as the only guaranteed income floor. Delaying Social Security from 62 to 70 raises a monthly benefit from roughly $1,680 to $2,976, and that inflation-adjusted gap compounds across a 25-year retirement. The Social Security trust fund is projected to exhaust reserves in 2032, potentially cutting payouts to 78% of scheduled benefits right as...

2026 Annual Report

By PSP Investments PSP Investments closed fiscal 2026 with $320.6 billion in net assets under management, delivering a 6.5% one-year net return, and an 8.8% net annualized return over 10 years. Over the past decade, our diversified portfolio has generated $14.5 billion in cumulative net investment gains above the Reference Portfolio, a sustained track record that continues to strengthen the long-term funding position of the pension plans we support. In a year marked by heightened volatility and uncertainty, our portfolio...

UK. Gen Z pension investment falls as gold and crypto ownership rises

Gen Z pension investment has fallen over the past six years, despite younger savers increasing their exposure to gold, stocks and crypto, research from GWI has found. The insights company found that gold ownership among Gen Z has increased by 50 per cent over the past six years, while investment in stocks and shares has risen by 45 per cent. Crypto ownership among Gen Z has also increased by 43 per cent over the same period. However, pension investment among the age...

Pension giant pours US$1.75 billion into global AI infrastructure

The Canada Pension Plan Investment Board will invest $2.4bn to back EQT's expansion into artificial intelligence infrastructure through data centre developer EdgeConneX. The commitment increases the fund manager's exposure to digital infrastructure, a sector it ties to long-term returns for Canada Pension Plan contributors and beneficiaries, according to the announcement. CPP Investments said the transaction has closed after receipt of customary approvals. Max Biagosch, senior managing director and global head of real assets at the fund, linked the decision to rising demand...

Simplified asset manager sustainability reporting could hamper green investments

Asset manager reporting exemptions under the finalised ESRS could create a ‘significant blind spot’ for their sustainability performance Asset managers are the latest group to benefit from revisions to sustainability reporting requirements, as EU and UK regulators look to simplify disclosure frameworks. The European Commission has adopted its finalised sustainability reporting standards, which were revised under its first sustainability omnibus package. The new ESRS will reduce the number of mandatory data points by more than 60 per cent and the number of...

How Rational Is AI Investment Advice? Risk-Return Relevance in Artificial Intelligence (AI) Investments

By Nanying Lin, Oscar Gilbert & Tianxiang Chu Textbook finance theories indicate that investors demand risk premia from risky assets as compensation for risk and for hedging against future unfavorable economic states. We design a comprehensive study to examine whether investment advice generated by artificial intelligence (AI) reflects a coherent risk–return pattern in investment decision-making. We find that AI advises investors to increase stock investments when return increases and reduce stock allocations when stock volatility increases. However, AI ignores the...

UK Pension Schemes Act a mixed bag for impact investors

The UK Pensions Scheme Act, which became law in April, seeks to reinforce the consolidation of a fragmented pensions industry to improve outcomes for savers and, potentially, direct more institutional funding into under-invested areas of the economy. That could herald greater institutional investment in impact funds and other impact-related investment vehicles, but it remains unclear how effective the act will be in achieving that. One headline measure is the creation of multi-employer, defined contribution (DC) megafunds of at least £25bn (€28.9bn),...

Danish fund cuts US exposure in fossil fuel investment revamp

Danish pension fund Sampension is set to exclude seven American upstream companies in a bid to revamp its fossil fuel investment plans. While company names were not disclosed, Sampension has said it will simultaneously maintain exposure to seven European majors – Aker BP, BP, Eni, Equinor, OMV, Repsol and Shell. Additional exclusions also apply to two undisclosed companies, one Chinese and another European. The fund says the war in Iran contributed to its decision. “As we see it, the Iran war...

June 2026

US. An Opportunity Hiding In Plain Sight: Developing An Aging Investing Roadmap

Adults over 50 represent one of the most powerful economic forces of our time, driving more than 50% of U.S. consumer spending and projected to command $65 trillion in global spending by 2030. By 2053, a third of Europe, a quarter of America, and nearly two billion people globally will be over 65. “The numbers are clear,” says Peter Kaldes, Esq., President and CEO of Next50. “The population is aging, and the market hasn’t caught up to meet the opportunity....