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Social Conditions Consideration
The ultimate goal of economic policy is simple and timeless – to ensure prosperity and maximise living standards. Broad macroeconomic measures such as GDP growth, the unemployment rate, and inflation had for decades been a good proxy of rising prosperity, so they have dominated economic policy making and are enshrined in most central bank mandates. But even before the COVID-19 crisis, it had become clear that traditional economic measures have increasingly diverged from social outcomes.
Portfolio construction: The growing influence of government spending on cashflows and currency in the new paradigm
This session looked at the biggest risks that asset owners are facing in this environment over the next 2-3 years as a result of the major shifts to near-zero interest rates, coordinated monetary and fiscal policy (MP3), and heightened internal and external conflict.
Macro matters: Life after lockdown
This week marks the rather grim milestone of a year since the World Health Organisation declared the COVID-19 spread a global pandemic. But with vaccines being rolled out and lockdown easing, we might be glimpsing the light at the end of the tunnel. The big question remains: what will the world look like when lockdown is over?
Prosperity and preservation
Federated Hermes discusses how the exogeneous shock of the coronavirus pandemic has confirmed the importance of sustainability.
A mindset for the future
Angela Rodell, CEO of the Alaska SWF, looks into a post-COVID future and what investors, such as APFC, with an investment horizon of five years or longer, should be considering.
Investing for Net Zero
Economies, businesses and investors around the globe are joining the UN Race to Zero and committing to net zero 2050 targets. It is estimated that reaching net zero 2050 will require around $1-2 trillion of investment every year.
Embracing tech disruption
Reflections from Sonal Desai, chief investment officer, Franklin Templeton Fixed Income from the Franklin Templeton 2019 Global Investor Forum.
Global policy tracker
The HBS Global Policy Tracker is an initiative to collect and standardise economic policies implemented around the world as a response to the COVID-19 pandemic. It focuses on fiscal policy, monetary policy, and lockdowns. The data is updated in real-time with the efforts of several dozen students and staff at Harvard Business School and other Harvard Schools.
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