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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.
Robin Hood had it so simple
A Maid Marian of sorts, I like the idea of taking from the rich to give to the poor, and I certainly believe in a low-carbon economy, so it’s pleasing to see momentum building for the causes behind a financial transaction tax in Europe and the UK. But I’m not convinced such a tax is
What would Keynes do?
What would Keynes’ do? Delegates at a London investment think-tank discussed this question with Cambridge University’s David Chambers. Keynes started managing the Kings College, Cambridge endowment after World War I and analysis of his investing style reveals some interesting annotations for investors today. John Maynard Keynes was not just an economist – he was a
AustralianSuper eyes India
Australia’s largest industry super fund has looked to India to boost returns, as it ramps up its allocation in offshore private markets to further diversify its portfolio.
Oxford seeks global property opps
Oxford Properties Group – the real estate arm of Canadian pension fund OMERS – has an ambitious growth plan that includes expanding its footprint globally and growing its portfolio of properties to more than $30 billion. Oxford’s president and chief executive Blake Hutcheson (pictured) says that the fund is patiently building out its portfolio of
A trustee guide to factor investing
This research by academics at Tilburg University and the VU University Amsterdam, looks at the hurdles of implementing factor investing. It translates those into a checklist for implementing factor investing. The research, conducted for Robeco, finds that three approaches to factor investing are emerging and conducts case studies to examine how these approaches are implemented
10 reasons why hedge fund activism will surge in 2009
Combating the ineptitude and excesses of poorly-managed company boards as the financial crisis progresses ensures that activist hedge funds are facing what could be their busiest year in the past decade. Here are 10 reasons why, originally put forward in Seeking Alpha. 1. Democrats are in the White House. In the Democrat tradition, the US
CalPERS’ redesign creates CFO role
CalPERS will introduce a new leadership organisation design next year, which includes for the first time a dedicated chief financial officer function coordinating all corporate finance functions including cash flow.
Mercer: think laterally on bonds
The angst in Europe has calmed down, relatively speaking, but according to Mercer, it will be a long haul, with deleveraging there and in the US taking many years. Investors need to act accordingly. Part of the problem is that conventionally safe assets, such as US Treasuries, are expensive. “That will take years to work
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