Investment professionals from pension funds, endowments and family offices in the UK and Europe were brought together for an investment think-tank with leading academics from London Business School and Cambridge University to discuss the latest investment thinking and application to institutional investors’ portfolios.
The academics presented to the investors who then discussed the outtakes and the implications of the lectures with their peers via roundtable discussion.
The highly interactive format, expertly facilitated by Conexus Financial and conexust1f.flywheelstaging.com with sponsorship support from Winton, allowed for the fusion of academic thinking and investment best practice, giving investors an edge in their decision making.
The presentations were:
• Investing in financial assets for the long term, presented by Elroy Dimson
• Hedge fund factors and extracting absolute returns, presented by Narayan Naik
• Incorporating lessons of financial history into investment practice, presented by David Chambers
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London investment think-tank
Cambridge, David Chambers, Elroy Dimson, Investment Think Tank London, London Business School, London investment think-tank, Narayan Naik, Winton
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Nest favours institutional-first managers as retail exodus pressures private credit
Nest, the largest workplace pension in the UK, says that private credit managers who prioritise institutional clients will be more favourably viewed. The £61 billion ($82 billion) fund has awarded a £450 million ($605 million) US direct lending mandate to Crescent Capital this month, citing the manager's institutional-client-first approach as a key attraction.
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Retail investors eye private equity
The efforts to open private markets to retail investors will continue and appear to be progressing. The potential scale of capital is both a blessing and a curse to those who absorb it. The private equity market is already bifurcating, when the retail capital arrives, much of it will likely be deployed into the deep end of the market, with the ultimate result likely being public returns earned privately.
Revolutionising private market reporting
Nearly 10 years ago Lorelei Graye was part of the team at South Carolina that pushed for private market reporting transparency. That experience has motivated her to be a part of the solution in heading up the ADS Initiative to develop global data standards for private capital. We look at the journey to get there.
Emerging markets vulnerable
Investors have pulled $83 billion from emerging markets since the beginning of the COVID-19 crisis, the largest capital outflow ever recorded, and the IMF and the World Bank are calling on G20 countries to show relief in dealing with their emerging market counterparts.
Coronavirus could trigger credit crisis
A former adviser to the US Federal Reserve, Danielle DiMartino Booth, said increased volatility in bonds and turmoil in the money markets from the outbreak of the coronavirus could signal a looming credit event despite the Fed’s latest bid to inject liquidity into the system.
Time for a coordinated approach
The US Federal Reserve has fired its last round of ammunition, cutting interest rates to zero, in a move that continues to see it play from the monetary policy songbook. Some market commentators doubt whether it will be enough to prop up markets, raising the question of whether it is finally time for a more coordinated fiscal and monetary policy approach.
Former Trump adviser: recession coming
Kevin Hassett, the former economic adviser to US president Donald Trump, has warned that the chance of the global economy falling into a deep recession from the coronavirus outbreak was “pretty close to 100 per cent.”
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