Implementing net zero ambitions is a huge execution risk for investors, says Frederic Samama who warned of the risk of everyone doing the same thing at the same time.
The Swedish buffer fund AP4’s high allocation to equities has meant its record annual return in 2019 has come tumbling down to a first half result of -2.5 per cent. But its very low cost and nimble nature positions it well for the future.
Convincing policymakers to reform laws around infrastructure, carbon emissions and other aspects of long-term, sustainable economic growth may not be easy but a G20 group has started the dialogue.
The new head of Sweden’s AP4, Niklas Ekvall, is seeking opportunities in emerging-market debt and alternative assets, while looking to expand on an already lauded ESG integration.
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