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Events
Macquarie: Deglobalisation the next inflection point in real assets
Global governments are partnering with private investors to boost their domestic infrastructure and become more self-sufficient in a geopolitically fragmented world, according to Ben Way, global head of Macquarie Asset Management, who said that constrained public balance sheets are increasingly reliant on private capital to meet their infrastructure needs.
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Chasing market swings a ‘loser’s game’ for active managers: Loomis Sayles
Aziz Hamzaogullari, chief investment officer of growth equity strategies at Loomis Sayles, has urged active investors to focus on long-term consumer and enterprise demands, warning that chasing short-term market moods and toggling between “risk-on” and “risk-off” positions is ultimately a “loser’s game”.
Apollo: Integration crucial for Europe’s investment future
Tristram Leach, the London-based head of investments at Apollo, said a lack of integration among the fragmented European regulatory and market structures is making it harder for investors to deploy in the region. He warned that, without deeper coordination, Europe risks missing out on the global capital rotation.
Expect a 5-to-10-year wait for 401(k) plans to enter private markets
The risk of litigation and liquidity concerns mean America's 401(k) funds won't venture into private markets for five to 10 years, said T. Rowe Price's Michael Davis, speaking at FIS Oxford. But he said legislation has played a powerful role in shaping the US retirement industry.
Condoleezza Rice: Globalisation’s borderless era is coming undone
Condoleezza Rice, the 66th US Secretary of State and current director of Stanford University’s Hoover Institution, said the new world order will have several characteristics of which there are already signs: more protectionist trade policies, a redistribution of security burdens, and louder voices for those marginalised in globalisation.
Real asset opportunities ‘are coming from everywhere’: Macquarie
While the US remains the most entrepreneurial economy, China might now be challenging its technology leadership, while demographics, deglobalisation, decarbonisation, and digitalisation are creating “massive opportunities” in almost every market, according to Macquarie Asset Management.
Why China could trigger a Taiwan crisis without firing a shot
Former US deputy national security adviser Matt Pottinger has warned that China could spark “a very serious crisis” in Taiwan without even resorting to a full-scale war – an escalation he said could occur within the current Trump administration.
