More investors are moving into private credit. Opportunities from the pandemic are far from over and the asset class is proving an important allocation in a wider, simplified fixed income portfolio. Investors at FIS Digital discuss their allocations and approaches.
Blockchain technology will open up illiquid assets, like real estate, to new investors in what could be the greatest disruption ahead. Franklin Templeton’s Jenny Johnson explains how the asset manager is ensuring it taps the new opportunity.
A company’s ability to sell direct-to-consumer, cloud computing and digitisation in payments are key areas for investors to focus. Investors should invest in companies that have a business model aligned to how people want to buy goods and prepare for a separation whereby companies with the technology to adapt streak ahead.
The transformation of investment instruments in fixed income has altered traditional 60:40 portfolios. But for some investors, the hunt for yield is a rising cause for concern that could lead to another credit crisis.
Don’t expect another decade of outperformance from US equity while inflation, fuelled by a demand shock, is set to spike foreign exchange volatility impacting total portfolio returns, warned Rebecca Patterson, director of investment research, Bridgewater Associates speaking at FIS Digital 2021.
Finance day at COP26 bought headline grabbing news – including the establishment of Mark Carney’s GFANZ and new accounting standards – but the PRI’s Fiona Reynolds tells FIS delegates more needs to be done.
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