The Latest

Debunking distressed debt

The sharp market falls triggered by the pandemic brought the longest recovery ever in modern finance to an abrupt end. But despite the turmoil unleashed by COVID, it has not wrung out the market excesses of the last 13-year cycle. It means another wave of corporate failures could appear on the horizon in a shorter timeframe than expected, and offer more opportunities for distressed debt investors, according to Victor Khosla founder of SVP Global.

FIS event tackles debt, inflation, China

Investors all over the world are pondering the inflationary environment. Is inflation coming? Will it stick? What does it mean for investments? Is stagflation possible and how should portfolios be hedged? The Fiduciary Investors Symposium will take a deep dive into the inflationary expectations of investors and look to history as a guide on asset class performance during different inflationary regimes.

Time’s up for climate lobbyists

While hopeful this week’s UN Climate Action Summit generates a huge leap forward, Fiona Reynolds calls on investors to redouble efforts to address negative corporate climate lobbying. She writes from New York.

Pizza and diversity: How funds move dial

Empowering long-term influential asset owners to invest responsibly is the key to hastening take-up in responsible investment. Delegates heard how some leading asset owners are doing this through their diversity and ESG practices.

Responsible FI promotes good markets

Responsible investment has assumed an increasingly central role in fixed income portfolios and in the experience of Jørgen Krog Sæbø CIO, fixed income, and Lars Tronsgaard deputy managing director at Folketrygdfondet, which manages the Government Pension Fund Norway, one part of Norway’s Government Pension Fund, adopting a responsible investment focus builds more integrated understanding and deeper insight into companies.

At a glance: FIS Cambridge day three

An overwhelming number of delegates at the Fiduciary Investors Symposium said the funds management industry was not doing well in innovationMartin Gilbert, who started Aberdeen Standard Investments in 1983 and is now chair, said industry participants needed to innovate and disrupt themselves.