Investors are watching conflict in the Middle East closely as inflationary pressures begin to build beneath the surface. One of the challenges for many investors is reduced exposure to the hedging benefits of fossil fuels in listed, and private markets.
Disappointing returns has investors re-thinking their exposures to emerging markets. A group of investors convened in London to explore opportunities including the new economy, the right risk/ return trade off and how to best gain exposure.
APAC is positioned to benefit from some of the most exciting global trends that offer unparalleled investment opportunities. Previous features in this series have focused on the region’s diversification benefits, short-term opportunities, and why active strategies work best. Buckle up for the long-term view.
Nest and AustralianSuper, the largest defined contribution trust funds in their respective countries, face similar challenges related to growth. The Fiduciary Investors Symposium at the University of Oxford heard how the funds are leaning into their growth challenges from a cultural and investment perspective.
Transparency is key to building trust according to executives at Norges Bank and the United Nations Staff Pension Fund. They discussed the benefits, and limitations of transparency at the Fiduciary Investors Symposium at the University of Oxford.
The use of AI in asset owners’ investment operations continues to proliferate but increasingly they’re setting clear boundaries around what it is and is not permitted to do, while resisting the temptation to allow AI to dictate organisational change.
The fragmentation of global power, and big increases in defence spending, alongside climate change and the rise of AI, have been identified by Wellington Management as major generational changes that will impact markets for decades to come.
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