What to ask companies this AGM season
APG and CalSTRS are leading a collaboration with PRI that provides investors with ESG-related questions to ask investee companies about their responses to COVID-19.
Long Covid for the global economy
Prevention is the balm for global economic shock, says respected central bank adviser Professor Warwick McKibbin who says the world’s economic future is uncertain and inflation is likely to remain under a persistent pandemic.
Sort content by
Singer bets on Europe, emerging markets
William Blair's, head of dynamic allocation strategies, Brian Singer is looking to invest in Europe and emerging markets as the recovery from the global economic shutdown to contain the pandemic will likely take longer than what the market has priced in.
What is the virus world order?
Professor Stephen Kotkin stops to consider the rollercoaster ride in politics, leadership and policy making that we have seen globally over the past few months. Who will win? What does the future look like? And how will the global economy restructure for survival?
New AA model prioritises liquidity
Singapore’s sovereign wealth fund GIC and PGIM, one of the world’s largest asset managers, have collaborated to develop a world-first asset allocation framework that explicitly models the impact of private assets on total portfolio liquidity, incorporating both the top-down allocation view and the bottom-up cash flow view.
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.
The hour for leadership is now
This crisis is a leadership defining moment, and now more than ever, investment leaders have the opportunity to make life-changing differences for roughly four billion people’s savings and investments.
COVID-19