Essential Asia

Allocators Assess Defense Opportunities Amid Conflict: ‘You Work with the Field in Front of You’

Asset owners like the University of Nebraska Foundation note “there are opportunities” to invest in defense “if you can stomach the prospects.”

Alger Sticks With Its AI-Driven Growth Bet

The tech-focused manager remains committed to AI, arguing that discipline and flexibility will matter more than concentration if the cycle turns.

The Value Iconoclast

Dave Iben has been chasing opportunities the market has written off, betting that unfashionable stocks such as gold and platinum miners would beat a tech-obsessed world — and the moment may be proving him right.

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Can AI's Benefits Spread Beyond a Handful of Tech Giants?

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