Recession is a lot more likely than markets are expecting

A slight moderation in inflation statistics, and a
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Cross-checking data, wringing necks: the ESG journey

Cross-checking data, wringing necks: the ESG journey

Making a portfolio more resilient to climate change, and playing a role in decarbonising the real economy, requires a range of creative solutions to complex problems, along with a good measure of determination, said a panel of leaders driving ESG efforts at GIC, New Zealand Super and APG.

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Scenario planning critical for investors as US-China tensions rise

Managing the rise of great power competition between the US and China, and not letting it “go off the rails,” is the epochal challenge of our day, according to former US National Security Council member Richard Falkenrath who is now head of geopolitics and chief security officer at Bridgewater Associates.

Appeal of cash will suck money from other asset classes in coming years

Cash is now a viable investment option for the first time in many years, and its appeal will draw money from other asset classes leading to poor performance both in financial assets and the real economy, according to Greg Jensen, co-chief investment officer at global investment management firm Bridgewater Associates.

Billions in dry powder waiting for signs of distress in real estate

The challenges currently outweigh the opportunitie Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset

60/40 may be ‘flipped around’ as fixed income appeal rises

After more than a decade of high-priced bonds, fixed income is now compensating investors more than many asset classes, argued Raymond Sagayam, chief investment officer, fixed income at Pictet Asset Management in the United Kingdom.

Machines can now detect when bullish executives doubt their own words

Three major trends have converged to drive growing Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and

Re-shoring is a fad, services exports will drive Asia to new heights

There is no such thing as deglobalisation, and the reshaping of global trade amidst increasing protectionism is simply globalisation taking a different form, according to the chief economist at the asset management arm of two-century-old Swiss bank Pictet.