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Unified view boosting appeal of total portfolio approach
The changing nature of volatility in financial markets and a more client-centric approach that allows allocations to be tailored is helping more institutions adopt a total portfolio approach (TPA) to investment management, the Fiduciary Investors Symposium at Stanford University has heard.
Positioning for waves of change with listed infrastructure
Innovation in data transmission and renewable energy, a reopening economy and historic policy support are combining to create attractive infrastructure opportunities for investors looking to build more resilient portfolios.
Investors divided over inflation
Asset owners from 23 countries are reacting differently to inflation expectations, with almost half already hedging their portfolios but 20 per cent consider inflation is unlikely.
Asset Management Outlook 2024: Embracing New Realities
In our 2024 outlook, we highlight the current macro backdrop, three key questions our clients are asking and investment considerations they may want to make.
At a Tipping Point?
Why the social element of ESG could soon be receiving the same level of scrutiny as environmental factors.
Emerging economies: Rich opportunities
Investment opportunities in emerging markets include high yields on local government debt and cheap currencies, while China’s Renminbi has proven its resilience and is now considered a safe asset currency according to chief economist at Pictet Asset Management, Patrick Zweifel.
HarbourVest: Europe’s illiquid markets make private markets difficult
John Toomey, chief executive officer of Boston-based HarbourVest Partners shares his observations of investment opportunities in Europe where the availability of capital, skill and risk appetite still pales compared to the US.
Investors brace for life after the US dollar
A world where the US dollar is no longer the reserve currency seems increasingly likely by the day, and institutional investors are wary that it could fundamentally change the way they construct portfolios.
Beyond the chaos, Trump’s unwitting role in a new equilibrium
Despite the apparent chaos and US President Donald Trump’s many idiosyncrasies – and those of the people he’s surrounded by – it does not signal that the US is declining in either power or influence, and a ‘new equilibrium’ will emerge, the Fiduciary Investors Symposium in Singapore heard.
FIS Stanford 2024