Editor Pick #1

Mario Batali Is Sorry bit.ly/tNYG1k

Yahoo is searching for a future. It offers a spectacle that involves huge war chests and equally inflated egos econ.st/v49Op6

Speech by Philip Lowe, Assistant Governor, to Australian Farm Institute Agriculture Roundtable Conference, Melbourne –goo.gl/Rjs1U

An unemployment cartoon of the day (with giraffes): nyr.kr/sdG2MV

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Public equity manager challenges the case for private

Public equity manager challenges the case for private

Loomis Sayles’ Aziz Hamzaogullari has questioned whether asset allocators are giving private equity more credit than it is worth, saying the case for investing in PE rests on flawed return measurement, hidden risks and high fees and that public equities should be treated with the same “patience” that PE receives.

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Renewables gain energetic support

Renewable energy sources are thriving as a long-term asset class, thanks to consumer demand from corporations, emerging technology and other factors. A panel of experts explained the appeal.

Oxford U. fund knocks private equity

The CIO of the $4.3 billion fund manager argued in a panel discussion that an excess of capital in the market and lack of access to top general partners have hurt the asset class.

Managing the risk of fake news

Fraud and falsehoods are nothing new but technology has made it much more difficult to separate fact from fiction. Professor Stephen Kotkin discussed investing in a world of deception.

A fiduciary duty to all of society

Saïd Business School’s Peter Tufano says investors’ responsibility is to make decisions for the collective good; he identifies 12 future threats to the species to consider in strategy.

FIS Oxford Photo Gallery

Fiduciary Investors Symposium April 15-17 2018, Oxford

China, US rivalry looks volatile

Are the two world powers on a collision course for war? Could global investors get smashed between the two? Unfortunately, the answers appear to be yes and yes.

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