How to convince the ESG sceptics

Convincing colleagues at the Illinois State Treasu
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Impact investing’s case for scale

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.

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OTPP, SSGA and USS reflect on the future

Three investors reflect on the what lies ahead highlighting a buoyant 2021 but challenges beyond. Their suggestions include allocations to real assets and diversifying out of traditional fixed income as they navigate portfolio construction considerations in a new investment paradigm.

FIS 2020: Networking roundtables

The final session of FIS Digital 2020 allowed investors to 'meet' and share ideas via private networking groups using a breakthrough technology.

Bridgewater: MP3 to influence everything

Rebecca Patterson, Bridgewater's director of investment research, says MP3 is the new backdrop that will influence all outcomes in 2021 with the medium term characterised by low interest rates and the possibility of higher inflation.

Biden’s focus: Climate, China and Jobs

PGIM's chief economist and head of global macroeconomic research, Nathan Sheets, outlines what Biden's priorities will be and how his key appointees will lead their departments. He also explains why he believes inflation will remain low and that investors will increasingly move into risk assets.

Investors divided over inflation

Asset owners from 23 countries are reacting differently to inflation expectations, with almost half already hedging their portfolios but 20 per cent consider inflation is unlikely.

Biden’s headwinds; Trump phenomena fades

Joe Biden has come to the presidency with all the ingredients for success however there are a number of sweeping global trends underway that will continue whoever is in the White House. Professor Stephen Kotkin examines these trends and looks at where there may be geopolitical risk under a Biden presidency.

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