Macro matters: Life after lockdown

This week marks the rather grim milestone of a year since the World Health Organisation declared the COVID-19 spread a global pandemic. But with vaccines being rolled out and lockdown easing, we might be glimpsing the light at the end of the tunnel. The big question remains: what will the world look like when lockdown is over?

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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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Priorities for the COVID-19 economy

With hopes of a sharp rebound from the pandemic-induced recession quickly fading, policymakers should pause and take stock of what it will take to achieve a sustained recovery.

Due Diligence: Embracing the new normal

The technology already exists to make the due diligence process when selecting and monitoring managers more efficient, less arduous and highly productive.

Opportunity for asset managers

Insights into private markets and venture may provide a real competitive edge for asset managers in demonstrating to investors an understanding of innovation and disruption and how this affects public market portfolios

Concern about hidden inflation risk: AP4

Driven by active return, AP4 produced a stellar 9.6 per cent in 2020. But its chief executive, Niklas Ekvall remains cautious about the economic outlook and its impact on the portfolio, especially with regard to inflation.

USS: how to manage inflation risk

USS's head of dynamic asset allocation Bruno Serfaty reflects on the inflation risk coming down the track, and suggests ways investors can build alternative liability matching portfolios beyond government bonds.

The importance of engagement

In this episode Amanda White talks with engagement specialist at Robeco, Peter van der Werf, about the importance of engagement; what good engagement looks like; and what financially material sustainability themes are important right now.

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