When global asset owners gathered at London’s historic Rosewood Hotel to gauge market sentiment and explore investment strategies and ideas, the tone was remarkably upbeat in a conversation that spanned currency strategies, the muted impact of geopolitics on asset prices, and the importance of managing human bias.
Just days after US president Donald Trump announced sweeping tariffs on "Liberation Day", an influential group of global pension funds and investment managers, gathered at a Top1000funds.com roundtable at London’s Rosewood Hotel to discuss the current economic and geopolitical landscape, and the possibility of a lost decade of real returns.
Uncertainty surrounding the impact of the US administration’s policy plans weighed on markets, including the implementation and reversal of tariffs, job cuts across the federal workforce and tightened immigration enforcement.
A growing number of asset owners are looking to decrease their allocation to equities, citing elevated risk, based on findings from the 2025 CIO Sentiment Survey, a collaboration between Top1000funds.com and Deloitte management consultancy, Casey Quirk.
The CFA Institute mission to help the investment industry understand and fully implement net-zero investing is ramping up. Following the launch of its groundbreaking paper: Net Zero in the Balance: A Guide to Transformative Industry Thinking, the global association of investment professionals continues to highlight the financial risks of climate change and the potential returns […]
Amidst the vast investment demands of UK infrastructure, the widening gap between supply and demand is starkest in green energy and power where the government has set ambitious 2030 decarbonization targets.
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