Three themes driving infrastructure are setting up a potentially strong vintage year, coinciding with stimulus programs focusing attention on the asset class.
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FIS Digital – May 2021
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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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.
Is China’s growing influence a threat or opportunity?
This workshop looked at how to navigate a worsening geopolitical situation and what it means for economic growth.
What economic transparency means to sovereign investments
A lack of transparency and sound data remain huge challenges in many emerging markets. The panel discussed the link between governance principles, asset prices, trust in government and investment volatility and what investors can do about it.
Finding growth in emerging markets
This session argued that investors should look to companies with strong secular growth to find alpha in emerging markets.
Technological innovation – the (investment) world reimagined
What technological tools are investors using in a remote environment including more innovative ways to do due diligence? What behaviours and processes have changed because of COVID and lockdown?
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