Jack Smith, Author at Top1000funds.com

Sustainability Harvard - September 2022

Consumers driving impact integration

Growing transparency and the measurement of impact in portfolios is transforming the flow of capital in ways comparable to the introduction of auditing in the 1930s and the measurement of risk from the 1950s, says philanthropist and venture capitalist Sir Ronald Cohen.

Jack SmithSeptember 15, 2022

Uncategorised posts

Crypto not suitable for fiduciaries, but opportunities in underlying tech

Cryptocurrencies do not live up to the investment hype and offer nothing but enormous volatility to institutional portfolios, according to PGIM’s mega-trend research team.

Jack SmithSeptember 7, 2022

Equities

Shift to positive stock-bond correlation could increase risk, reduce return

Investors may have to fundamentally rethink their return and risk expectations with experts arguing there are signs that stock and bond return correlations could turn positive and stay that way for years or even decades.

Jack SmithAugust 19, 2022

Sustainability

Rising oil and gas prices will cause short-term pain, accelerate long-term

The transition to renewable energy will be “volatile and complicated” like other major transitions in history, and spikes in demand and pricing for coal, oil and gas are likely over the near term, according to an expert in global resources strategy from NinetyOne.

Jack SmithJune 30, 2022

FIS Chicago 2022

Recession “very difficult to avoid” under tightening monetary policy

Randall Kroszner, Federal Reserve governor from 2006 to 2009, praises the Fed for acting decisively to bring inflation under control, but predicts a lot of pain ahead for global markets.

Jack SmithJune 20, 2022

FIS Chicago 2022

$1 trillion funds need new incentives and investment styles: CPP

Funds of enormous scale will require a new cross-disciplinary approach, and innovative incentive and rewards schemes to foster the organisational culture needed, according to chief investment strategist at CPP Investments' Geoff Rubin, as it looks to move beyond a total portfolio approach to a "one fund" approach.

Jack SmithJune 15, 2022

Jack Smith

The latest

Sustainability Harvard - September 2022

Consumers driving impact integration

Uncategorised posts

Crypto not suitable for fiduciaries, but opportunities in underlying tech

Equities

Shift to positive stock-bond correlation could increase risk, reduce return

Sustainability

Rising oil and gas prices will cause short-term pain, accelerate long-term

FIS Chicago 2022

Recession “very difficult to avoid” under tightening monetary policy

FIS Chicago 2022

$1 trillion funds need new incentives and investment styles: CPP

California State Teachers Retirement System (CalSTRS)

Canada Pension Plan Investment Board (CPP Investments)

Norges Bank Investment Management

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