Opportunity in the making
It is more than ever a “market of credits” rather than a “credit market”, according to Mercer, affording those with rigorous research coupled with patience, capital and flexibility the potential
SASB the missing link in ESG integration
ESG factors impact company financial performance and drive long-term value – but inadequate data is no longer an excuse for incorporating ESG into investment decisions.
Hedge fund reality check
CEM benchmarking has shed light on the unattractive returns – largely due to high costs – and lack of risk protection afforded by most pension funds’ hedge fund portfolios
PSP addresses low growth, low returns
One of Canada’s largest pension funds, PSP Investments, is addressing low growth and low returns by pursuing platforms and private debt in the race to create new investment opportunities.
Warren Buffett’s excellent adventure
‘Youngster’ Warren Buffett (85) rebuffed risks from sugar and climate change as he toured the American economy with his ‘older’ offsider, Charlie Munger (92), presenting at the Berkshire Hathaway AGM .
Ditch managers, invest in corporate America
Warren Buffett says although outstanding managers are invaluable, the net result of hiring professional management is a minus. “More money is made in Wall Street through salesmanship than investment ability”.
