The future is a riskier place than the present

This is the second part in a series of six columns
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What a brief encounter with Elon Musk taught me about the limits of capitalism

What a brief encounter with Elon Musk taught me about the limits of capitalism

In 2013, on the sidelines of the Milken Conferenc Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters

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The benefits of alignment

Funds managers should always be open to ways to improve mechanisms for stronger investor alignment, writes Mercer principal, David Scobie. But there are several factors to consider.

Don’t ignore the bigger picture

Given the strong returns of yield-rich asset classes in recent years, caution should be exercised in allowing income-themes to dominate investment allocations. David Scobie of Mercer writes.

Brexit and institutional investors

What are the consequences of the Brexit vote for institutional investors with a long-term horizon? Less than what they might seem, says Stephen Kotkin. But upheaval may be likely all the same.

Ignorance isn’t bliss

In an increasingly complex and inter-connected world, a broader perspective on risk is essential in helping investors navigate an uncertain future, writes Phil Edwards.

Long horizon investors ‘a crazy bunch’

Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.

Asset owners’ next battle

Asset owners are winning the argument to lower private equity manager fees; their next battle will be about the valuation of private assets.

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