Bridgewater: $41 trillion hole in income

Bridgewater Associates, the world’s largest hedg
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Long Covid for the global economy

Long Covid for the global economy

Prevention is the balm for global economic shock, says respected central bank adviser Professor Warwick McKibbin who says the world’s economic future is uncertain and inflation is likely to remain under a persistent pandemic.

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A more thoughtful private equity model

Responsible investors need to take into account how fund management and investment structures may be exacerbating wealth and income disparities, as well as systemic market risk. Raphaele Chappe and Delilah Rothenberg from the Predistribution Initiative have some suggestions for how PE could be adjusted in this regard and how building back better post-COVID-19 requires a more thoughtful model.

The COVID-19 play: Tragedy or triumph?

The path out of this crisis must include trust, purpose, organisational identity, culture and diversity if we are to create a new normal that includes a more resilient, clean and inclusive state argues Roger Urwin.

Crisis and interdependence

This crisis may be an opportunity for transformational change, and Colin Melvin sees investment managers starting to realise their shared purpose with their clients.

Watch Oxford’s vaccine expert

Oxford University’s COVID-19 vaccine has passed another test this week, with trials showing the injection led to the making of antibodies and T-cells that can fight coronavirus. We had the inside running on this. Professor Adrian Hill, who is the director of the Jenner Institute which developed the vaccine spoke at our Fiduciary Investors Global Symposium last month. You can watch the video recording of his description of the vaccine process, and his positive outlook on the results here.

Embrace a systems framework

COVID-19 has revealed some fundamental design flaws in our global economy, including the relentless pursuit of economic growth - not only at the expense of the environment but also at the expense of people. The investment industry has a role to play in fixing these design flaws. A systems framework for investing could be the answer.

Dislocated credit market opportunities

Credit opportunities within long-only fixed income, hedge funds and private markets are broad and likely to expand as the economic impact of COVID-19 is reflected in corporate earnings and balance sheets. This type of environment has historically led to investment opportunities for long-term investors across the credit spectrum. Investors seeking to benefit from credit dislocation should ensure that suitable portfolio allocations are in place.

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