Pinpointing the price on carbon
World expert on climate change policy modelling says price of carbon should be $100 a tonne.
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
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.
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.
Featured Story