This episode analyzes the technical architecture of the data science layer within fundamental hedge funds. Guest Matei Zatreanu, founder of System2, discusses the tension between generative AI and the search for outlier-driven alpha.

Ulrik Fugmann, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about recent ‘tectonic’ shifts such as Europe’s Strategic Infrastructure Investment Fund and the possibility of U.S. wind and solar tax credits being reinstated.

“The crisis that we’re experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’ and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of BNP Paribas AM's Investment Insights Centre.

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI…

Increasingly, investors want to see real-world outcomes resulting from asset managers’ sustainability-related efforts. These could range from engagement and stewardship to ensuring corporate transition plans are credible. Simultaneously, demographic shifts and innovations such as AI are emerging as social investment themes…

Which trends could define the sector this year?

Stablecoins are digital tokens, pegged to a fiat currency. What could possibly go wrong?