Conquering the great divide

The pandemic has laid bare deep divisions, but it’s not too late to change course

COVID-19 has not been an equal opportunity virus: it goes after people in poor health and those whose daily lives expose them to greater contact with others. And this means it goes disproportionately after the poor, especially in poor countries and in advanced economies like the United States where access to health care is not guaranteed. One of the reasons the United States has been afflicted with the highest number of cases and deaths (at least as this goes to press) is because it has among the poorest average health standards of major developed economies, exemplified by low life expectancy (lower now than it was even seven years ago) and the highest levels of health disparities.

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A post-COVID economy

A post-COVID economy

The big difference between the vaccine rollouts and the scale of the stimulus measures across the world could result in a K-shaped global economic recovery, with much of the developed world booming but poorer countries continuing to struggle. However the

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Fiduciary Investors Symposium 2021: Day 2

Watch day two of the Fiduciary Investors Digital event like it’s a live stream. All the action and all the speakers can be viewed here.

Inflation: The question on everyone’s lips

This session takes an indepth look at an issue being discussed around every investment table… inflation. 

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?

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