Iceland’s LV battens down for AI and ESG-linked volatility ahead

In recent years, Iceland’s Lifeyrissjodur Verzlu
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European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

The rise in government bond yields is being driven by higher policy-rate expectations and commodity supply concerns linked to the Strait of Hormuz, not fears of an imminent sovereign debt reckoning. Investors share how they are preparing for higher returns.

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Duflo says credit ratings punish poor

Nobel prize winner Esther Duflo suggests institutional investors can help alleviate poverty by fostering new supply chains and looking beyond a country's credit rating. She said there is an "unacceptable" level of poverty amongst Africa Americans and Latinos who are keeping the US economy going but dying for it.

Robeco hails the power of stewardship

Global asset manager Robeco has found proactive stewardship triggers important changes in corporate behaviour. Chief executive Gilbert van Hassel urges FIS 2020 Digital delegates to do the same.

Meng talks CalPERS leverage plan

In a fireside chat, CIO of CalPERS Ben Meng talks about how the fund wants to use leverage to push deeper into private assets, while Ronald Wuijster, chief executive officer, APG Asset Management said the policy response has made taking advantage of buying opportunities difficult.

COVID-19 vaccination by year-end: Oxford

The only solution to the problem of COVID-19 is a vaccination. Oxford University's Jenner Institute is one of the organization's racing to provide a vaccine, and it's director Adrian Hill believes the Institute could have cracked it by year-end.

Asset management’s new purpose

CEO of Franklin Templeton, Jenny Johnson, said asset managers need to do more, particularly in boosting diversity and inclusion in the underlying companies they own. She said the industry needed to do more to ensure capital is available to black-run and female-run businesses.

MP3 dangerous but necessary

Current fiscal and monetary policies are taking the world down a necessary, but dangerous path, according to co-CIO of Bridgewater Greg Jensen. He told investors asset allocations should focus on diversification, and assets that benefit from fiscal and monetary policy moving together.

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