Opportunities in Chinese healthcare
Sam Radwan, an expert in China's healthcare sector, and co-founder of Enhance International a consultancy that advises Chinese insurers, discusses the driving forces behind the sector.
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.
Sam Radwan, an expert in China's healthcare sector, and co-founder of Enhance International a consultancy that advises Chinese insurers, discusses the driving forces behind the sector.
It’s well and good for policy makers to insist on saving earlier and for longer, but when all is said and done, pension funds simply too often underperform capital markets, and this is, by and large, due to excessive fees and commissions. The EU needs to take a closer look, argues president of Better Finance, Axel Kleinlein.
In the wake of the Climate Action 100+ annual progress report, CEO of the PRI, Fiona Reynolds calls on corporate boards to step up. And the first action item is to either transform the industry associations they belong to that undermine climate action, or resign from them.
In what might be seen as a boon, or at-least a close escape from extinction, a review of academic literature finds that investors should not entirely rule out using active funds management. The academic evidence is not sufficient to write-off an active approach, says Geoff Warren, it just depends on the circumstances.
Whether you call it a ‘gut feeling’ or ‘expert intuition’, under the right circumstances and in the right investment environment, it can take you in the right direction.
Many developing nations are proving resilient in the face of market shocks, thanks in part to improvements to institutional domestic capital markets and more sophisticated legislative frameworks.
Opinion