ESG integration wields best results with good data and effective engagement

Key elements of ESG integration at Pensioenfonds M
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 Owner Directory (enhanced features coming soon).
Register now
Already a member

Sign in

Already activated your account? Sign in to continue reading and access your saved articles, preferences and member-only content.

Leave a Comment

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

Sort content by

Inflation and interest rate expectations: Intensifying risk or a temporary spike?

This session examined the proposition that we are in a “lower for longer” environment, explored whether a reflationary environment will prevail, and determined if growth is around the corner.

Investing in new infrastructure

This session examined how the digitalization of economies and the shift to renewable energy offer potential long-term growth opportunities in infrastructure; and how it can play a role in long-term investor portfolios.

Global debt – the impact over the long term

This session examined the growing debt burden, borrowing from the future, and the impact on markets, the economy and asset class returns.

Distressed debt: what now after the recovery?

Is distressed an indicator of public market activities. Given the recovery in markets, what does that mean for the opportunity in distressed? Will we see a divergence in the bond and equity markets? What are the regional differences and where are the opportunities?

Portfolio construction: The growing influence of government spending on cashflows and currency in the new paradigm

This session looked at the biggest risks that asset owners are facing in this environment over the next 2-3 years as a result of the major shifts to near-zero interest rates, coordinated monetary and fiscal policy (MP3), and heightened internal and external conflict.

The financial system after Covid-19: Reinforcing the lower for longer regime or a catalyst for change

This session examined the structural trends in the financial sector that have been either amplified or altered by the COVID crisis.

Previous