Capital Allocators – Inside the Institutional Investment Industry avatar

Dexa/Capital Allocators – Inside the Institutional Investment Industry

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Navigating New Assets

Stan discusses the early implications of AI on institutional investing, emphasizing the uncertainty surrounding its impact on asset allocation and fundamental research. He shares insights on crypto, likening it to gold in terms of speculative value, while pointing out its utility in currency movement across borders. The conversation also highlights the evolving relationship with asset managers, stressing the importance of transparency and collaboration in managing larger portfolios.