Temasek, Singapore's state investor, is shifting its investments towards hard assets like infrastructure and commodities, as these sectors are expected to face less disruption from AI. Chief Investment Officer Rohit Sipahimalani discussed this strategic shift at the Reuters NEXT Asia conference in Singapore, emphasizing the importance of these sectors for maintaining portfolio stability. The move reflects Temasek's commitment to adapting its investment strategy in response to emerging global trends amid growing concerns over AI's impact.