The Rise and Rise of China
As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?
The digital revolution have investors missed the boat?
We discuss the value creation and disruption caused by digital transformation, and the related investment implications.
Stewardship, decarbonization and the energy transition
We explain the role stewardship plays in identifying companies positioned for success amid the energy transition.
How to Invest in an Inflationary Environment
We pick out the potential implications across the investment landscape of faster changes in consumer prices.
The best of 2021
Looking back over the last year, some of the most popular stories include news of our Global Transparency Benchmark, a collaboration between Top1000funds.com and Toronto-based CEM Benchmarking; an interview with AIMCo’s Amit Prakash on restructuring at the fund, and insight into how Bridgewater invests for impact alongside return.
UTIMCO harvests SPAC boom
UTIMCO’s new CIO Rich Hall talks at the December board meeting about the profits the fund has found in SPACs, adding that UTIMCO is currently deploying strategies to arbitrage the market where Hall estimates there are still around 500 SPACs looking for acquisition targets.
