Key Takeaways
- • Katie Koch, chief executive of TCW, said 75 percent of Americans hold negative views of data centre developments near their communities, arguing AI providers must clearly demonstrate public utility to protect long-term growth.
- • Koch framed AI infrastructure as critical to US national security and economic growth, even as local opposition creates impediments to development.
- • Gregory Bond, Chief Investment Officer at Man Group, said generating scalable alpha requires an active on-the-ground presence in financial hubs such as Hong Kong and Shanghai.
- • Hendrik du Toit, Founder and CEO of Ninety One, observed that emerging economies avoided post-pandemic modern monetary experimentation, leaving them with a more robust fiscal environment today.
Summary
At the "The New Asset Management Playbook" forum during the 5th Global Financial Leaders' Investment Summit, asset management executives addressed the outlook for AI infrastructure, investment talent location and the macroeconomic backdrop, according to a report in The Standard (HK).
Katie Koch, chief executive of TCW, said artificial intelligence infrastructure remains critical to US national security and economic growth. She warned, however, that public dissatisfaction with neighbouring data centres is creating impediments to development. Citing survey data, Koch said 75 percent of Americans hold negative views on data centre developments near their communities. She stressed that AI providers must clearly demonstrate public utility in order to protect long-term growth.
Gregory Bond, Chief Investment Officer at Man Group, argued that generating scalable alpha requires an active presence on the ground in financial hubs such as Hong Kong and Shanghai, positioning local presence as a source of investment edge for global managers.
Hendrik du Toit, Founder and Chief Executive Officer of Ninety One, observed that emerging economies avoided post-pandemic modern monetary experimentation, which has left them with a more robust fiscal environment today.
The panel featured Martin Matsui, former chief strategy officer of the Exchange Fund Investment Office at the HKMA, and Andrew Schlossberg, president and chief executive of Invesco. The discussion reflected a broader theme among global asset managers: that infrastructure-driven growth themes carry political and community risks, and that Asian financial hubs remain central to active investment strategies.
Katie Koch, chief executive of TCW, said artificial intelligence infrastructure remains critical to US national security and economic growth. She warned, however, that public dissatisfaction with neighbouring data centres is creating impediments to development. Citing survey data, Koch said 75 percent of Americans hold negative views on data centre developments near their communities. She stressed that AI providers must clearly demonstrate public utility in order to protect long-term growth.
Gregory Bond, Chief Investment Officer at Man Group, argued that generating scalable alpha requires an active presence on the ground in financial hubs such as Hong Kong and Shanghai, positioning local presence as a source of investment edge for global managers.
Hendrik du Toit, Founder and Chief Executive Officer of Ninety One, observed that emerging economies avoided post-pandemic modern monetary experimentation, which has left them with a more robust fiscal environment today.
The panel featured Martin Matsui, former chief strategy officer of the Exchange Fund Investment Office at the HKMA, and Andrew Schlossberg, president and chief executive of Invesco. The discussion reflected a broader theme among global asset managers: that infrastructure-driven growth themes carry political and community risks, and that Asian financial hubs remain central to active investment strategies.
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