The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy.
Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios.
The much-loved events, the Fiduciary Investors Symposiums, act as an advocate for fiduciary capitalism and the power of asset owners to change the nature of the investment industry, including addressing principal/agent and fee problems, stabilising financial markets, and directing capital for the betterment of society and the environment. Like the event series, the podcast series, tackles the challenges long-term investors face in an environment of disruption, and asks investors to think differently about how they make decisions and allocate capital.
China is a simultaneous threat and an opportunity for investors. This discussion looks at how to navigate a worsening geopolitical situation and what it means for economic growth. Is the current course a steady state, or are big shocks, for the better or for the worse, possible and even likely? Geopolitical expert, Professor Stephen Kotkin, examines what lies ahead for investors.
The big difference between the vaccine rollouts and the scale of the stimulus measures across the world could result in a K-shaped global economic recovery, with much of the developed world booming but poorer countries continuing to struggle. However the
The CEO of CalPERS Marcie Frost has a big year ahead. Not only is the fund still searching for a CIO, but it will also conduct its four-yearly asset liability study this year. In this Fiduciary Investors Series episode, Marcie Frost speaks to Amanda White
Speaking at the Top1000funds.com event, Sustainability: A planet in trouble, renowned feminist 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 l
Nobel Prize winner Professor William Nordhaus, Sterling Professor of Economics and Professor of Forestry and Environmental Studies at Yale University, explains his theory of ‘No Regrets’ whereby companies can integrate ESG at a level that brings real bene
Sharan Burrow is calling on investors to do more to fix what she calls a broken labour market. In an impassioned call to delegates at “Sustainability Digital; A Planet in Trouble,” Sharan Burrow, general secretary of the International Trade Union Confeder
The impact of climate change is already material, said Woodwell Climate Research Center’s president and executive director, Philip Duffy. Speaking at the Top1000funds.com event, Sustainability: A planet in trouble, he warns that thawing permafrost could m
In this Fiduciary Investors Series podcast Amanda White speaks to Simon Pilcher the chief executive of USS Investment Management, which manages assets for USS, the largest private pension scheme in the UK about the complexity of a sustainable strategy – i
With only a few days before the US election Amanda White speaks with Stephen Kotkin, the John P Birkelund Professor in History and International Affairs at Princeton University, about what it would take to actually make America great again.
Kotkin, an ex
In this Fiduciary Investors Series podcast, Amanda White talks to Jeff Wendling, chief executive of HOOPP – the C$94 billion Healthcare of Ontario Pension Plan. In 2007, HOOPP moved to a liability driven investing approach, which included a large allocation to bonds and internal management. In a very different interest rate environment it is now exploring if that is still a relevant approach.
With only a few days before the US election Amanda White speaks with Stephen Kotkin, the John P Birkelund Professor in History and International Affairs at Princeton University, about what it would take to actually make America great again.
In this Fiduciary Investors Series podcast, Amanda White speaks with John Claisse, the chief executive of Albourne Partners. Albourne, which is a leading consultant focused on alternative investments, has been advocating for better practice within the alt
In this Fiduciary Investors Series podcast, Amanda White talks to Andrew Parry, head of sustainable investment at Newton Investment Management about the complexity of sustainable investment, and the role of the finance industry in guiding investors to cho
In this Fiduciary Investors Series podcast Amanda White talks to Ash Williams, the executive director and chief investment officer of the Florida State Board of Administration about managing a large institutional portfolio in a time of crisis.
Drawing
Michelle Ostermann, managing director of investments at Railpen which manages £30 billion in assets for the Railways Pension Schemes in the UK, discusses the pension fund’s continued evolution.
