Carol Geremia on the need for transformational change

The world’s emergence from the pandemic offers a
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Highlights video | Stephen Kotkin

Highlights video | Stephen Kotkin

Few forces are reshaping institutional portfolios Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset

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The ‘most momentous’ in living memory: The 2024 US presidential election

Douglas Rivers, chief scientist at pollster YouGov, said data coming out of the current US presidential election confirms significant cultural and demographic shifts that are reshaping the political map. Rivers told the Fiduciary Investors Symposium that the once-popular “demographics is destiny” mantra predicting permanent centre-left majorities has lost meaning in the Trump era.

‘Built different builds different’: Embracing neurodiversity in investment

Embracing neurodiversity might not just be the key to unlocking collaboration, creativity and productivity in investment teams, it could also be the key to better returns, the Fiduciary Investors Symposium has heard.

How long-term investors should think about stock-bond correlations

Asset owners that are long-term investors should be wary of the conventional model of assessing the stock-bond correlation that is based on several “implicit assumptions”, the Fiduciary Investors Symposium has heard. Instead, the question investors should be asking is: are bonds a hedge or a risk?

AI already driving ‘biggest transformation in the economy we’ve ever seen’

The economic impact of AI can be better measured if every job is broken down into its component tasks, and the impact on each of those tasks is valued. The Fiduciary Investors Symposium heard that on this basis, we’re seeing the biggest economic transformation ever.

Long-duration storage, digitisation key to cracking the energy transition

Packing more energy into smaller batteries is one crucial technological development to help achieving the energy transition within the necessary timeframes, the Fiduciary Investors Symposium has heard, and there are enormous economic opportunities ahead as industry races to unlock solutions.

Winds of change blowing through private credit markets

The influx of capital and interest into the private credit market has spawned new managers and offerings, but asset owners are increasingly alert to the fact that not every one of them is built equal, and even tiny losses during the credit cycle can eat significantly into long-term returns.

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