The pandemic has exposed harsh new equalities warns ITUC

The pandemic has exposed tragic fault lines and ne
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‘Crazy thing’ to deny retail access to private markets: Blue Owl co-CEO

‘Crazy thing’ to deny retail access to private markets: Blue Owl co-CEO

Blue Owl co-chief executive Marc Lipschultz has defended the manager’s push into the retail space, telling the Top1000funds.com Fiduciary Investors Symposium that “it’s kind of a crazy thing” to deny mum and dad investors access to illiquid assets like private credit when they are in a prime position to benefit from it through channels like 401(k).

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Building back better

For the economic recovery from the COVID-19 crisis to be durable and resilient, a return to ‘business as usual’ and environmentally destructive investment patterns and activities must be avoided. To avoid this, economic recovery packages should be designed to “build back better”.

Fiscal recovery packages and climate

As we move from the rescue to the recovery phase of the COVID-19 response, policy-makers have an opportunity to invest in productive assets for the long-term.

Transition portfolios of stocks and cash

Forget traditional portfolios of stocks and bonds, in portfolios of the future, low yielding bonds could be ditched for cash suggest FIS2020 Digital panellists.

Dangers in the next policy response

FIS 2020 Digital delegates heard how the monetary response has successfully managed many elements of the crisis so far. Getting the next phase of the policy response right, particularly navigating fiscal policy, will be more challenging.

Pandemic highlights operational risks

A combination of factors caused by the pandemic has created unprecedented operational risk for institutional investors, including increasing cyber risk.

Prepare for new Asia-led regionalism

Globalisation will be replaced by a new regionalism with Asia at its heart. Coupled with automation and AI increasingly replacing traditional labour-intensive production, emerging economies with a youth bulge face challenging time ahead, according to Ian Goldin, professor of globalisation and development, Oxford University.

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