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Pension Funds Enter a New Governance Era Amid Geopolitical and AI Disruption

Published: 23 February 2026

As global trade wars, geopolitical聽tensions聽and AI advances reshape financial markets, pension funds face mounting pressure to adapt. Sebastien Betermier, Associate Professor of Finance at 秀色直播 Desautels, argues that 2026 demands three priorities from pension leaders: building more agile portfolios from pension leaders: building more agile portfolios capable of withstanding regime shifts, forging proactive partnerships with governments on infrastructure investment, and rethinking their exposure to private markets as retail investors flood in.

鈥淚f pension funds aren鈥檛 at the table, they鈥檙e on the menu,鈥 Betermier warns, echoing Prime Minister Carney鈥檚 Davos remarks. The challenge聽isn鈥檛聽just navigating uncertainty 鈥撀爄t鈥檚聽redesigning the governance structures and decision-making processes that were never built for it.聽

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