FIS 2020: Positioning portfolios
For some investors, plunging equity valuations in March were an opportunity to ‘get back in’ at reasonable prices. More recently the rapid recovery has been a cause to position conservatively once again.
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FIS 2020: The policy response
FIS 2020 will discuss how the unprecedented government stimulus in response to the pandemic could affect investor returns and specific allocations. Areas of concern include a sharp rise in zombie companies kept afloat by government support.
FIS 2020: A sustainable recovery?
In our second feature looking ahead to FIS 2020, we highlight how the conference will focus on growing calls for a sustainable recovery and purposeful companies. Nobel prize winner Esther Duflo will talk on solutions to inequality, magnified during the pandemic.
FIS 2020: Deglobalisation and politics
In the first of four articles looking ahead to FIS 2020, we highlight how the event will focus on de-globalisation and geopolitical stress, particularly the deteriorating relationship between China and the US. Elsewhere, FIS delegates will hear how asset owners are positioning their portfolios in today's challenging environment.
Active ESG focus pays at Norway’s OPF
Active equity has been the main driver of performance at Norway’s biggest municipal pension fund, the $11 billion Oslo Pensjonsforsikring, which uses the same exclusion list as Norway’s giant $1 trillion sovereign wealth fund.
UPS: Risk assets and virtual happy hours
The $50 billion pension fund for employees of United Parcel Service, which has a preference for managed account relationships with its managers, is poised to increase its allocation to risk assets.
FIS Digital – June 2020