A group of investors at FIS Oxford reflect on the pressure to invest in the short term and the dangers of group think. Elsewhere they question if the private sector has capacity to find solutions to the climate emergency
APAC is positioned to benefit from some of the most exciting global trends that offer unparalleled investment opportunities. Previous features in this series have focused on the region’s diversification benefits, short-term opportunities, and why active strategies work best. Buckle up for the long-term view.
The evolution, thinking and implementation of technology behind the investment process is a key focus for Jon Webster, CPP Investments chief operating officer. He explains how the fund sees technology as value enhancing, rather than as a cost.
Daniel Susskind, author of “Growth: A Reckoning” argues that leaning into new technology will allow global economic growth without gobbling up the earth’s finite resources.
Using a factor model comprising real rates, inflation, growth and liquidity the State of Wisconsin Investment Board has “swapped binoculars for sunglasses” to see a new picture that effectively highlights inflation risk.
Nest and AustralianSuper, the largest defined contribution trust funds in their respective countries, face similar challenges related to growth. The Fiduciary Investors Symposium at the University of Oxford heard how the funds are leaning into their growth challenges from a cultural and investment perspective.
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