US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
How can investors work together to combat inequality? In this podcast episode Amanda White speaks to the president of CalPERS, Henry Jones, about his own experience and the fund's journey in tackling diversity and inclusion, in particular issues of racism.
More than 70 investors have collaborated to produce a framework for an investment strategy led approach to decarbonising portfolios and maximising efforts to achieve net zero emissions globally by 2050. The IIGCC, which developed the framework, is seeking consultation.
Deciphering the jargon of white collar gamblers.
This piece is part of Disability Demands Justice, a dynamic, ever-evolving hub by the Ford Foundation to deepen our understanding of how disability intersects with social justice.
This episode explores the key pillars of a sustainable recovery including the three important long term trends that need to be addressed climate change, loss of biodiversity and inequality. It explores the key role for the finance industry which includes building new models that are not only about maximising monetary profits but also transition theory, and the value of ecological and social capital.
COVID-19 has delivered an enormous global shock, leading to steep recessions in many countries. The baseline forecast by the World Bank envisions a 5.2 per cent contraction in global GDP in 2020—the deepest global recession in decades.
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FIS 2026 at Harvard University