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.
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.
The rapidly increasing administration of COVID-19 vaccines, coupled with the imminent flood of fiscal stimulus from the American Rescue Plan Act, has generated widespread expectations that the US economy will boom in the second half of 2021.
Climate change is one of the defining issues of our age. Its physical manifestations are negatively affecting ecosystems, human health and economic infrastructure. The transition to a zero-carbon economy presents significant challenges, but also opportunities for investors.
Two forces will drive a strong rebound in the global economy over the next three years: widespread vaccine roll-out allowing a progressive easing of lock-downs, and additional large scale US fiscal stimulus.
Institutional allocations to emerging markets (EM) equities have increased steadily since the 1980s1, as the asset class has evolved from frontier investment to growth mainstay.
Three themes driving infrastructure are setting up a potentially strong vintage year, coinciding with stimulus programs focusing attention on the asset class.
In this exclusive interview for Truthout, one of the world’s leading progressive economists, Robert Pollin, explains what Biden’s economic plan means for the majority of American people and how it will help create a somewhat fairer tax system.
This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.
The Fiduciary Investors Symposium at Stanford University celebrates the fast-moving change taking place in economies and communities and will examine the impact of innovation on our lives, workplaces and investments.
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