Recommended For You
Based on your reading history and profile
Iceland’s pension funds: Consolidation continues but size of sector a worry
Merger mania continues to grip Iceland’s pension sector, but economies of scale and greater efficiency don’t solve the problem of the size of an industry now larger than the country’s banking system and insurance sector combined, and more than sufficient to buy all listed investments.
Re-Orientation
Globalisation isn’t dead. It’s just being radically re-oriented, with Asia – the Orient – as its centre of gravity. That poses some crucial questions for investors.
AI investors face post-Moore’s Law reality
Mark Horowitz, a leading computer scientist and electrical engineer at Stanford University, has declared that Moore’s Law is “basically over”, which will have significant ramifications for artificial intelligence investors who are counting on more computing power to feed into more complex models.
Due Diligence: Embracing the new normal
The technology already exists to make the due diligence process when selecting and monitoring managers more efficient, less arduous and highly productive.
The ‘most momentous’ in living memory: The 2024 US presidential election
Douglas Rivers, chief scientist at pollster YouGov, said data coming out of the current US presidential election confirms significant cultural and demographic shifts that are reshaping the political map. Rivers told the Fiduciary Investors Symposium that the once-popular “demographics is destiny” mantra predicting permanent centre-left majorities has lost meaning in the Trump era.
Beyond COVID-19: The ‘U-Bend’ Recovery
Why the post-pandemic economy will take some time to get back to pre-crisis levels.
COVID-19 pushes millions into poverty
COVID-19 is taking its toll on the world, causing deaths, illnesses and economic despair. But how is the deadly virus impacting global poverty? The World Bank argues that it is pushing about 40-60 million people into extreme poverty, with its best estimate being 49 million.
Stimulus proposal could add fuel to infrastructure tailwinds
Head of Global Infrastructure, Ben Morton shares why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.
COVID-19: Implications for business
In this note McKinsey & Company offers its latest insights on the COVID-19 pandemic, starting with a survey of the current epidemiology and the five dynamics leaders need to watch.
News