Darcy Song, Author at Top1000funds.com

FIS Harvard 2025

Future AI winners will command hardware, training data power

The current versions of AI are helpful at the “partial automation” of tasks, but the last mile of training to reach “full automation” will come with a dramatic escalation of costs. For investors who want to place their capital most effectively, there are some ways to spot an AI winner.

Darcy SongJune 4, 2025

FIS Harvard 2025

US-China war the only real threat to portfolios: Kotkin

The second Trump administration has given investors plenty to worry about – tax changes, tariffs and diplomatic chaos among other concerns. But geopolitics expert Stephen Kotkin said the only real danger that will obliterate any portfolio is an US-China war.

Darcy SongJune 3, 2025

FIS Harvard 2025

‘Don’t try to be a hero’: Volatility highlights the need for discipline

Policy uncertainty over issues such as US tariffs put investors in uncharted territory, but the Top1000funds.com Fiduciary Investors Symposium heard that one guiding principle at such moments is not to make big, risky bets.

Darcy SongJune 3, 2025

FIS Harvard 2025

Post-Liberation Day regime will attack portfolio weaknesses: Bridgewater

Bridgewater's co-CIO Karen Karniol-Tambour warned that many investors have built up significant vulnerabilities in their portfolios over the past 15 years, in a period defined by steady growth and US exceptionalism. But the post-Liberation Day regime will be much less favourable for traditional portfolios.

Darcy SongJune 2, 2025

FIS Harvard 2025

Mental health issues in focus at Denmark’s Velliv

Denmark’s Velliv Association, the governance entity behind member-owned commercial pension fund Velliv, explained why a society where workers' mental health needs are looked after is better for pension funds and their liabilities.

Darcy SongJune 2, 2025

FIS Harvard 2025

Long-term investors can help break VC’s short-term trap

The short-term investment focus of venture capital investors and the withdrawal of government funding are opening the door to asset owners as providers of patient, long-term capital to fill an investment void, the Top1000funds.com Fiduciary Investors Symposium has heard.

Darcy SongMay 28, 2025

Darcy Song

The latest

FIS Harvard 2025

Future AI winners will command hardware, training data power

FIS Harvard 2025

US-China war the only real threat to portfolios: Kotkin

FIS Harvard 2025

‘Don’t try to be a hero’: Volatility highlights the need for discipline

FIS Harvard 2025

Post-Liberation Day regime will attack portfolio weaknesses: Bridgewater

FIS Harvard 2025

Mental health issues in focus at Denmark’s Velliv

FIS Harvard 2025

Long-term investors can help break VC’s short-term trap

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

Subscribe now to