Time for a globalisation rethink?
There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.
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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ESG policy initiatives gain momentum
PRI is working on aligning Europe’s financial system with sustainability objectives, as ESG-related initiatives gain momentum globally. Head of policy and research, Nathan Fabian, explains.
Infrastructure investors need trust
Private investors seeking infrastructure opportunities must generate confidence that they’ll be good long-term stewards. The Better Infrastructure Initiative has 10 principles they can follow.
Fees get another rethink
A new measure of the value a manager adds meets a proposed rate of compensation and protection for asset owners in the Thinking Ahead Institute’s plan for fairer performance fees.
‘Fake infra’ threatens real deal
Listed infrastructure is an ill-defined asset class that is often sold with false promises, threatening to discourage institutional players from genuine long-term investment in capital projects.
If the gold asset fits, wear it
The debate over gold’s value as a financial asset will always be intense. But investors should look past the rhetoric to the evidence, when making a decision about whether it’s right for their po
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