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A net zero world and the new energy system
This session examined what the world will look with an energy system dominated by wind and solar and specifically examine the implications on energy system pricing, access and risks for consumers and investors.
All the elements of a difficult year
Some trends have the potential to pack the impact of a force of nature in markets in 2019. Mercer takes a look at threats and opportunities from choppy waters of the late cycle, headwinds in market participation, geopolitical tremors, and the unstoppable force of sustainability.
Alex Antic: Data science across finance, academia and government
I chat with Alex on his experiences across a range of environments, the role of machine learning in Australia’s future and how to best deploy data science in academia and industry. Nothing on this podcast is to be considered investment advice or a reco
I’ll tell you what’s wrong with the Fed: Ross Levine on a flawed regulator
Blaming the 2008 financial crisis, and more recent turmoil in the US banking system, on the US Federal Reserve Board’s lack of regulatory power, or arguing that shocks to the system were unforeseeable, leaves the system vulnerable to the same thing happening again
What now?
This RogersCasey position paper examines the inflation-deflation debate, and the strategic role of real assets in portfolios, concluding there will be higher volatility around long-term average inflation, and that clients should diversify away from US treasuries to protect against sovereign risk.
TCFD disclosures are not hitting the mark
G7 nations have endorsed mandatory climate-related financial disclosures based TCFD framework recommendations, but a survey of Canadian investors found the TCFD disclosures are less insightful than most had anticipated.
Ditching finance stereotypes key to recruiting women to investment teams
Australia’s Aware Super is calling for more women in core portfolio management and trading roles to “move the dial” on closing the gender pay gap. Head of income assets, Sonia Baillie, said Hollywood-style hedge fund manager stereotypes is making it difficult for young women to imagine themselves in investment roles.
Water crisis deserves the same attention from investors as climate change
The historical undervaluing of water as a resource, combined with climate change, is impacting communities around the world and posing a systemic risk to investor portfolios, argues Ceres’ Brooke Barton, a key figure behind the Valuing Water Finance Initiative.
EU must overhaul pensions; fees to blame
It’s well and good for policy makers to insist on saving earlier and for longer, but when all is said and done, pension funds simply too often underperform capital markets, and this is, by and large, due to excessive fees and commissions. The EU needs to take a closer look, argues president of Better Finance, Axel Kleinlein.
FIS Digital – November 2021