FIS 2026 at Harvard University
Photo gallery: Fiduciary Investors Symposium 2026 at Harvard University
FIS 2026 at Harvard University
Impact investing’s case for scale
Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.
Sort content by
Credit market flashes warning sign for software investors: SVP
The credit market is seeing elevated default rates that could climb over the next few years, spelling trouble for software investors, according to the founder and CIO of Strategic Value Partners. Red flags are also showing up in private credit.
Investors head back to EM as US tech capex bill mounts
US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
China tech rivalry is ‘existential’ for the US – and diversification
Decades of US economic and financial supremacy have made diversification away from it a drag on returns for many investors, but the forces that have underpinned that supremacy may now be coming to an end.
Leave a Comment
You must be logged in to post a comment.
Login