COVID-19 and the role of sustainability

In this Fiduciary Investors series podcast Amanda
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Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.

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Mandates need innovating to encompass sustainable investing

As carbon emissions continue to rise investors nee Continue Reading A Top1000funds.com subscription unlocks the full article 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

Energy markets post-COVID, amid a conflict and in a decarbonising world

Tom Nelson, head of thematic equity at Ninety One, Continue Reading A Top1000funds.com subscription unlocks the full article 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

Valuation and risk as the rhetoric-action gap on climate mitigation closes

In this live recording from Sustainability in Practice, hosted by Top1000funds.com at Cambridge University in April 2022, Professor Julian Allwood speaks with Colin Tate.

Special guest speaker: Professor Sir David King

In this live recording from Sustainability in Practice, hosted by Top1000funds.com at Cambridge University in April 2022, Professor Sir David King speaks with Amanda White.

Climate policy key to balancing incoming economic shocks

The methods central banks use to predict inflation are breaking down, and world governments will need to look beyond monetary policy and incorporate fiscal and climate policy levers to balance fragile economies, according to renowned economics professor Warwick McKibbin.

Sustainability: From inception to mainstream

Amanda White, director of institutional content at Conexus Financial, dives into the past, present and future of responsible investment with PRI’s founding executive director, James Gifford, and current outgoing CEO, Fiona Reynolds.

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