Why the world is approaching an inflection point on climate investing
A push towards standardised data and more appropriate incentives is bringing greater amounts of private sector capital into play on the path towards net zero emissions by 2050.
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Tech wipeout brings lucrative opportunities for savvy investors
“Horrible” sentiment towards technology stocks is dragging down the value of some of the “best business models on the planet,” experts say.
Climate policy key to balancing incoming economic shocks
The methods central banks use to predict inflation are breaking down, and world governments will need to look beyond monetary policy and incorporate fiscal and climate policy levers to balance fragile economies, according to renowned economics professor Warwick McKibbin.
Performance variation impacts treatment of infrastructure: PGIM
Historical performance and cash flow characteristics differ enormously among infrastructure asset sectors, and even between assets of the same sector, says the vice president of PGIM IAS’ private assets research program. But scarcity of data makes infrastructure performance notoriously hard to study.
Insourcing an indicator for better outcomes
Based on empirical evidence alone, funds that insource or internalise end up with better outcomes, both on a net and gross value-added basis, according to CEM Benchmarking data which draws from the evidence of some 300 funds in 17 major pension markets around the world representing $11 trillion of assets.
Liquidity: too little or too much can harm your portfolio
The rising popularity of private assets has made liquidity risk a growing concern for institutional investors, who need to carry enough liquidity for possible downturns, but avoid the opportunity cost of carrying too much, says Michelle Teng, vice president of the Institutional Advisory and Solutions group at PGIM.
FIS Chicago 2022