globalisation

The future of globalisation: Friend shoring and telemigration

FIS delegates heard how globalisation will give way to new trends in nearshoring or friend shoring, telemigration, and cause companies to diversify their supply chain.

Sarah RundellMay 26, 2022

In the six months Kasper Lorenzen has been CIO of the Danish fund, PFA, he has made moves in investment and decision-making that have resulted in the fund weathering the short-term coronavirus storm. He is however, wary of the long-term structural changes particularly to patterns of globalisation.

Sarah RundellMarch 18, 2020

Equities

Are US co. profit margins sustainable?

US companies have some defensible profitability advantages but elevated margin levels may be poised for a reversal of fortune. The tide appears to be turning on some of the secular trends that have supported high US profit margins.

Celia DallasAugust 7, 2019

FIS Digital – June 2020

Time for a globalisation rethink?

There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.

Phil EdwardsNovember 6, 2017

Santa Monica 2012

Klinck: we don’t need any more product

The investment and pension industry has created too much complexity and added too many costs, and must move towards more simplicity, executive vice president and member of the management committee of State Street, Jack Klinck, told delegates in an opening address at the Fiduciary Investors Symposium in Santa Monica. Klinck observed four mega trends in […]

Amanda WhiteOctober 24, 2012