The Thinking Ahead Institute’s Tim Hodgson argues that past returns were over-stated, and future returns will be lower. More accurately, total value created will need to increase for shareholders to retain the same amount of value as previously.
The Future Fund is adding risk to its portfolio, and focusing on liquidity, as part of a part of an ongoing strategy to free up more capital in the portfolio in the event of a drawdown. It is in the midst of selling off a “large slice” of private equity assets on the secondary market and has bought listed equities in emerging markets in the past year.
I chat with Alexander, CEO at Rebellion Research, on stock selection, portfolio construction and his passion for teaching.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be u
The investment arm of one of Australia’s state governments, TCorp, has issued a A$1.8 billion sustainability bond reflecting the appetite of investors which are increasingly hungry for bonds that are issued to fund social and environmental projects.
Startlingly few institutional investors have allocations to life sciences. An informal poll of 85 asset owners from 20 countries responsible for a combined $9 trillion assets under management gathered at the Fiduciary Investors’ Symposium at Harvard University, found only a tiny handful active in the sector. Yet allocating to biotech makes an important contribution to society – investing in the sector can help change lives.
CalPERS is conducting searches for outside partners to run its new Pillar III private equity program focused on venture capital investment in life sciences, technology and healthcare.
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