Conquering the great divide
The pandemic has laid bare deep divisions, but it’s not too late to change course
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.
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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.
Will corporate greed prolong the pandemic?
The shortfall in global COVID-19 vaccine production could be closed if manufacturers around the world were granted access to the necessary technology and knowledge.
Priorities for the COVID-19 economy
With hopes of a sharp rebound from the pandemic-induced recession quickly fading, policymakers should pause and take stock of what it will take to achieve a sustained recovery.
Due Diligence: Embracing the new normal
The technology already exists to make the due diligence process when selecting and monitoring managers more efficient, less arduous and highly productive.
Opportunity for asset managers
Insights into private markets and venture may provide a real competitive edge for asset managers in demonstrating to investors an understanding of innovation and disruption and how this affects public market portfolios
Concern about hidden inflation risk: AP4
Driven by active return, AP4 produced a stellar 9.6 per cent in 2020. But its chief executive, Niklas Ekvall remains cautious about the economic outlook and its impact on the portfolio, especially with regard to inflation.
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