The shortfall in global COVID-19 vaccine production could be closed if manufacturers around the world were granted access to the necessary technology and knowledge. But first, the US and other key governments must recognize the drug companies’ opposition to this solution for the deadly rent-seeking that it is.
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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
The City of Austin Employees Retirement System has turned around its five-year performance with a focus on value in active management and deconstructing its bond portfolio. As it looks to the future CIO David Veal considers venture capital and crypto investments.
Farouki Majeed is worried about the future. His concerns are centred around the implications of the enormous US federal debt; the global competitiveness of the US and Chinese economies; inflation; and the potential erosion of the value of the US dollar.
Should we be thinking about investment differently in 2021? Certainly, there appears to be cause for challenge of current thinking on inflation rates and the rise of China in the new world order.
2020 was by just about any measure, unprecedented. Market volatility, regulatory change and the need to make decisions quickly – but largely remotely – put more emphasis than ever on dynamic and effective decision-making in pension investment committees. It was a true test of robust governance.
The big macro changes that have taken place over the last year require a rethink and action from investment professionals.
The COVID crisis and the volatility of 2020 has revealed some lessons for the investment team at Coal Pension Trustees (CPT). It has taken a more top down view of managing its portfolio looking at economic themes, risk exposures, cashflows and its manager roster holistically. Amanda White talks to CIO Mark Walker about where it sees return opportunities, the prospect of manager consolidation and how it has embraced technology for better investment practices.
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