Tim Hodgson, co-founder of the Thinking Ahead Institute at WTW, makes the case that energy is the metaphorical lifeblood of any system, and is therefore the fundamental systemic risk, and that this insight should inform how we go about our net-zero investing.
A recent paper from Singapore’s GIC, FTSERussell and GMO explains why (and how) investors should integrate green revenues into their portfolio construction.
South Africa’s pension funds may have to keep much more liquidity on hand if proposed legislation allows beneficiaries to access their retirement savings early. South Africa’s GEPF ponders the implications for long-term investment.
Korea’s KIC is accelerating its expansion into alternatives, targeting a quarter of the $169 billion fund in alts by 2025 in a bid to escape the volatility, macroeconomic and geopolitical risk that impacts the fund’s traditional public markets allocation. Elsewhere, ‘happiness management’ is now integral to its recruitment practices.
The Ukraine invasion is an epic tragedy but also an opportunity for the West to re-discover its values and restore neglected relationships with much of the world, according to Professor Stephen Kotkin, an American historian, academic and author.
AI cannot yet fully replicate human behaviour in all its dimensions, but if we are able to mitigate the risks that have and will come from multiple sources, it can be a game changer for our industry.
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