Mercer’s four themes for 2018
Mercer delves into central bank policy, geopolitics, macroeconomics and sustainability to kick off four discussions investors need to have as they prepare for a more changeable year ahead.
What a brief encounter with Elon Musk taught me about the limits of capitalism
In 2013, on the sidelines of the Milken Conference at the Beverly Hilton, my friend and then-colleague Sean Scallan and I found ourselves in a seven-minute private conversation with Elon Musk. He was not yet the figure he is today. Tesla was struggling. SpaceX had launched but not yet proven itself. The idea of humans
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Top of mind for 2018
Compiling lists for the new year can improve focus and even help reduce anxiety. Here are five factors The Thinking Ahead Institute expects to influence investment over the next 12 months.
A new framework for value metrics
Ideas about how businesses generate value and which groups benefit continue to evolve. The Thinking Ahead Group argues there are four sets of stakeholders, and has metrics in mind for each.
Be clear on factor strategies’ benefits
Smart beta, factor indices and other products promise a middle ground between traditional passive and active. But they vary greatly, and investors need to take a hard look before adopting them.
Advisory resolutions help owners
Investors in all jurisdictions need tools designed to let their AGM votes truly express their commitment to responsibility. A manoeuvre popular this year may fill the gap until reform arrives.
Evolution key to top funds’ growth
The last decade was full of growth for large asset owners. To write a similar story over the next 10 years, they’ll need the self-awareness to fuel the good governance necessary for success.
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