Jaap van Dam
Risk
Climate tops risks, complicated by pandemic
Climate action failure tops the World Economic Forum’s Global Risks Report 2022 as the number one long-term threat to the world. The pandemic has added further complication with the resulting divergent economic recovery threatening the collaboration needed on climate and other global challenges.
Amanda WhiteJanuary 18, 2022
Asset Allocation
SWFs invest record amounts in VC
SWFs invested record amounts into venture capital last year with VC allocations ballooning. Overall assets were boosted by four new SWFs: Azerbaijan, Bangladesh, Cape Verde and Rio de Janeiro. While Israel, Namibia, Bahamas and Mozambique will all launch this year.
Sarah RundellJanuary 13, 2022
COVID-19
Long Covid for the global economy
Prevention is the balm for global economic shock, says respected central bank adviser Professor Warwick McKibbin who says the world’s economic future is uncertain and inflation is likely to remain under a persistent pandemic.
Meredith BoothJanuary 13, 2022
Featured Story
Asset owners reflect on what to expect in 2022
Asset owners think in years rather than months, but investors expect a handful of key areas will define the year ahead. A clearer view on inflation; poor bond performance and a resurgence in labour rights to name a few.
Sarah RundellJanuary 11, 2022
Uncategorised posts
New York State Common engages on political spending
The New York State Common Retirement Fund has ratcheted up pressure on companies in its listed equity portfolio to disclose their political spending in what it calls a “priority issue,” up there with climate, DEI and capital management. Liz Gordon, executive director of corporate governance, explains.
Sarah RundellJanuary 11, 2022
Forces of Nature
The Sustainability of Sustainability
Mining, waste, and carbon emissions. Is the full life cycle of green tech truly sustainable?
Newton Investment ManagementJanuary 11, 2022
Forces of Nature
The Rise and Rise of China
As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?
Newton Investment ManagementJanuary 5, 2022