APAC equities moves from tactical to structural buys

The outperformance of APAC equities in 2025 has&n
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China in ‘very precarious’ position as debt strains investment-led growth model

China in ‘very precarious’ position as debt strains investment-led growth model

Michael Pettis, leading expert on China’s economy and financial markets, says investors should be concerned about the nation’s record total-debt-to-GDP ratio as it threatens to strangle the investment-led economic growth model it has maintained for decades. In the latest episode of the Top1000funds.com podcast, Pettis unpacks why China’s pivot to a consumption-led society will be painful.

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CalPERS: Leverage, liquidity, inflation

In this Fiduciary Investors series podcast Amanda White talks to Ben Meng, chief investment officer of CalPERS, the largest pension fund in the United States. Meng, who oversees an investment office of nearly 400 employees and manages investment portfolios of roughly $400 billion, talks about the fund’s plan to achieve its 7 per return target - including the use of leverage – the liquidity management of the fund and how it could deploy capital during the crisis, and the inflation.

Responsible capitalism: data challenge

In this Fiduciary Investors Series podcast Amanda White talks to chief executive of the Sustainability Accounting Standards Board, Janine Guillot, about stakeholder capitalism and the role investors can play in shifting the dial. We discuss the value SASB can play as a tool for decision making and how stakeholder issues can impact performance.

CPP Investments’ COVID journey

In this Fiduciary Investors Series podcast Amanda Continue Reading Access the full content on Top1000funds.com Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset

The end of risk management: What finance can learn from climate science

In this Fiduciary Investors Series podcast Amanda White talks to Professor Cameron Hepburn,  Professor of Environmental Economics and the director of the economics sustainability programme at the University of Oxford.

Coronavirus: Is this the end of globalisation?

A conversation with Stephen Kotkin, Professor in History and International Affairs, Princeton University.

Investor collaboration on sustainability

How can investors be a catalyst for change and have an active voice in a sustainable recovery? This episode explores the role of investors and how they can collaborate for effective collective action. It includes the work of one of the leaders in sustainable investing and the biggest pension fund in Europe, APG. It invites investors to have an active voice in a sustainable recovery.

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