Long horizon investors ‘a crazy bunch’
Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.
Scott Chan is shocked the market hasn't reacted more to the crisis emulating from the US-Israel-Iran conflict. But the CalSTRS CIO is confident its one fund approach allows it to position dynamically and ensure diversification no matter what is presented.
Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.
The long horizon might seem too long for many investors to deal with; but there’s no escaping the imperative to proactively deal with carbon risk says PGGM's Jaap van Dam.
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