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Climate investing is more than just the next big thing
Two experts discuss the risks and opportunities of climate change for asset managers in this podcast episode released by Robeco.
How data is dragging infrastructure debt out of the shadows
Infrastructure debt offers asset owners attractive yields and valuable diversification, but it has also been a market long starved of reliable data that is crucial to manage risk.
How long-term investors should think about stock-bond correlations
Asset owners that are long-term investors should be wary of the conventional model of assessing the stock-bond correlation that is based on several “implicit assumptions”, the Fiduciary Investors Symposium has heard. Instead, the question investors should be asking is: are bonds a hedge or a risk?
Timothy Garton Ash: Reflections on the future of Europe
Celebrated academic Timothy Garton Ash reflects on the vital changes that Europe needs to achieve to thrive in its next evolution: success in Ukraine, its own defence industry, implementation of Draghi’s recommendations, and a resolution to the cultural and social tensions gripping the continent – to name a few.
Central bank digital currencies: an age-defining shift in the monetary system?
A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?
Believing the hype around data centres
With digital infrastructure projects like hyperscale data centre facilities becoming bigger, more complex and more costly, Blue Owl’s Robert Hartog believes that investors should begin to take part in what he describes as a “generational market opportunity.”
Federal threats undermine Massachusetts’ edge, warns state treasurer
Massachusetts treasurer Deborah Goldberg warned that the state’s key strengths – including its higher education institutions and progressive social policies – are being targeted by the federal administration. She urged support from investors as federal funding for innovations and research wanes.
UK pension funds rue pressure to focus on the short term and group think
A group of investors at FIS Oxford reflect on the pressure to invest in the short term and the dangers of group think. Elsewhere they question if the private sector has capacity to find solutions to the climate emergency
‘Don’t try to be a hero’: Volatility highlights the need for discipline
Policy uncertainty over issues such as US tariffs put investors in uncharted territory, but the Top1000funds.com Fiduciary Investors Symposium heard that one guiding principle at such moments is not to make big, risky bets.
Sustainability Digital – Sept 2021