Investors unite on long term investing
The Fiduciary Investors Symposium at Cambridge University brought together 115 investors from 15 countries to discuss the challenges and opportunities of long-term investment.
Rethinking portfolio construction at the human-AI nexus
As artificial intelligence models become more sophisticated, asset owners and managers are rethinking portfolio construction as an activity sitting at the nexus of human and machine, which means gaining an edge over the market increasingly needs investors to tap into the wisdom from both sources.
Sort content by
Fiduciary Investors Symposium
The global economy is increasingly bifurcated between the US, Europe and Asia and how the growth projections and geopolitical risks between these regions plays out is of increasing interest to institutional investors. The Fiduciary Investors Symposium in Singapore will look at the return and impact opportunities in the region, and the importance of Asia in the global economy.
It will examine the global economy in the context of the west adapting to a rising Asia; technology decoupling between the US and China; the impact of COVID-19 on Asian economies; the leading role of Asia in technology, smart cities, digitalisation and fintech; ESG risks and opportunities; and portfolio resilience to different macro-economic regimes.
The conference enables asset owners from around the world to explore investment themes, risks and opportunities with their global peers, and explore cutting edge approaches to risk management, liquidity management and portfolio construction.
Investing in the real world
The Fiduciary Investors Symposium is a good guide to the mood of global investors, and the have their eye on the "real world". Amanda White opines.
Coal is dead
Renewable energy infrastructure is an immature market and needs an accepted definition of equity risk, according to Jim Barry, global head of Blackrock Infrastructure Investment Group.
Be contrarian
Investors should be contrarian in their private equity allocations because there is a negative relationship between capital flows and returns.
Pricing geopolitical risk
Geopolitical risk is largely priced in to markets according to the John P. Birkelund ’52 Professor in History and International Affairs at Princeton University, Stephen Kotkin.
Investment strategy challenge
Roger Urwin of Towers Watson and Jaap van Dam of PGGM, report on a productive workshop at the Fiduciary Investors Symposium where delegates brainstormed ideas for the ideal investment model for the future.
Featured Story