APAC is positioned to benefit from some of the most exciting global trends that offer unparalleled investment opportunities. Previous features in this series have focused on the region’s diversification benefits, short-term opportunities, and why active strategies work best. Buckle up for the long-term view.
The evolution, thinking and implementation of technology behind the investment process is a key focus for Jon Webster, CPP Investments chief operating officer. He explains how the fund sees technology as value enhancing, rather than as a cost.
Daniel Susskind, author of "Growth: A Reckoning" argues that leaning into new technology will allow global economic growth without gobbling up the earth's finite resources.
Using a factor model comprising real rates, inflation, growth and liquidity the State of Wisconsin Investment Board has "swapped binoculars for sunglasses" to see a new picture that effectively highlights inflation risk.
Investors putting capital to work in private market transition assets face unknowns around government policy, but the Fiduciary Investors Symposium at Oxford has heard that private credit also fits well with the long term nature of transition investments and brings valuable relationships with investee companies.
Delegates at the Fiduciary Investors Symposium, Oxford University heard how an allocation to biodiversity champions, without any tech exposure, only slightly trails the MSCI World in a reflection of how it is possible for investors to make money in biodiversity solutions.
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