Brexit and institutional investors
What are the consequences of the Brexit vote for institutional investors with a long-term horizon? Less than what they might seem, says Stephen Kotkin. But upheaval may be likely all the same.
Risk 2.0 is better – let’s count the ways
In the final part of a column series exploring a new risk management framework, 'risk 2.0', WTW global head of portfolio strategy Jeff Chee outlines what investment professionals of the future need to understand about the commonalities of risk events and the resulting benefits of an interconnected risk mindset.
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Ignorance isn’t bliss
In an increasingly complex and inter-connected world, a broader perspective on risk is essential in helping investors navigate an uncertain future, writes Phil Edwards.
Long horizon investors ‘a crazy bunch’
Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.
Asset owners’ next battle
Asset owners are winning the argument to lower private equity manager fees; their next battle will be about the valuation of private assets.
Not all fees are created equal
Could investment management fees be different? Nick Sykes at Mercer, suggests that an alternative fee structure that focuses on “idiosyncratic alpha” could benefit asset owners and managers.
Opportunity in the making
It is more than ever a “market of credits” rather than a “credit market”, according to Mercer, affording those with rigorous research coupled with patience, capital and flexibility the potential
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