Nvidia signs MoU with Apollo, Blackstone, BlackRock and others for $500bn infrastructure financing
The world’s largest asset managers will raise $500bn in third-party capital to build “AI factories”.
Industry trends
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Malaysia’s rich are among the highest adopters of AI for finance – HSBC survey
More than half value a hybrid approach combining AI with the expertise of financial professionals when making decisions.
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Asset managers moving AI from back-office to investment process
According to insights from 225 technology leaders.
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Equity funds experience largest outflows since Autumn Budget as Burnham takes over
Investor uncertainty over economic policy has led to millions being pulled from equity funds
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BlackRock: Government bonds provide less ballast but more income
AI investments, supply shocks and heavy government borrowing are accelerating a repricing of long-term rates, according to BlackRock’s Investment Institute.
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Schroders books net outflow as Nuveen takeover rumbles on
Total assets still hit a record high.
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Investors ‘frustrated’ with Korea’s wild volatility
Asset managers argue fundamentals have not changed despite the violent sell-off in South Korean equities.
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Vanguard: Global dividend distribution rises 8% despite challenging macro environment
Europe and the UK dominated dividend distributions in the second quarter.
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BlackRock assets under management swells to record $15.3trn
The world’s largest asset manager saw $192bn of net inflows in the second quarter of 2026, driven by ETFs, private markets, and systematic equity strategies.
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MSCI and UBS partner for private markets transparency push
MSCI and UBS Group have announced a strategic partnership to improve transparency and standardisation across private markets.
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HSBC Private Bank favours barbell approach to China equities
Hong Kong-listed tech stocks have a ‘free option’ amid low valuations, according to Patrick Ho, chief investment officer, North Asia at HSBC Private Bank and Premier Wealth.
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PWMA: HK sees further growth in private banking
AUM for the private banking and private wealth management segment increased by 24% year-on-year.
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Sovereign wealth funds re-think diversification and portfolio resilience: Study
Portfolio resilience is now central to sovereign wealth funds’ portfolios, according to an Invesco survey.
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Healthcare strategies draw tentative interest amid tech rally
Healthcare’s defensive qualities and non-discretionary demand make it more relevant than ever, according to asset managers.
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Investment advisers in Apac see AI as potential threat: Natixis IM Survey
Half of advisors surveyed in Apac view artificial Intelligence (AI) as potentially turning self-directed investors into their biggest competitive threat.
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Geopolitics play bigger role in private market allocations: Coller Capital survey
Investors still plan to deploy into private markets, but geopolitics are becoming a bigger factor in allocation decisions, a survey found.
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T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.