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.
Investors head back to EM as US tech capex bill mounts
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.
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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.
Climate the No.1 priority for 2021
Climate is by far the number one sustainability priority for investors in 2021 according to a poll of asset owners from more than 32 countries which came together for the Top1000funds.com online Sustainability event in March.
The dangers of funding sedition
Scott Kalb and CalSTRS' Aeisha Mastagni discuss what is next for investor action in sustainability. They reflect on the dangers of funding sedition following the 6th January riots. Investors rarely consider the risk of investee companies financing extreme groups, but it threatens the very system on which institutional investment relies.
Steinem: No more labels, just humanity
Gloria Steinem tells institutional investors it is time to ditch the labels that describe our gender, class or ethnicity and urged the investment community to look at investments through the lens of gender, class and racial equality.
FIS 2026 at Harvard University