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.
Celebrated expert and author on democracy Thomas Carothers speaks to Stephen Kotkin on the reasons why democracy is in crisis. The solutions involve meeting the needs of alienated middle classes, strengthening institutions and policies that foster equality rather than enable elite capture, he said.
A cohort of ESG experts argued that the current data and research available for investors is lacking. Elsewhere they urged investors to engage with corporate boards to encourage change.
Protected by furlough schemes and mortgage holidays and saving money working from home, many consumers have come through the pandemic in better financial health than they were before. It could pose an exciting investment opportunity, say a panel of FIS 2020 Digital experts.
Three investors reflect on the what lies ahead highlighting a buoyant 2021 but challenges beyond. Their suggestions include allocations to real assets and diversifying out of traditional fixed income as they navigate portfolio construction considerations in a new investment paradigm.
The final session of FIS Digital 2020 allowed investors to 'meet' and share ideas via private networking groups using a breakthrough technology.
Rebecca Patterson, Bridgewater's director of investment research, says MP3 is the new backdrop that will influence all outcomes in 2021 with the medium term characterised by low interest rates and the possibility of higher inflation.
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