What the new global labour market really means for investors

The world is on the cusp of entering a new labour
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KIC eyes pivot to total portfolio approach in latest review

KIC eyes pivot to total portfolio approach in latest review

The $206.5 billion Korea Investment Corporation has become the latest asset owner weighing a shift into the total portfolio approach in an attempt to boost investment returns. After putting out an RFP for a consulting partner in May, it will conduct a review into early next year about TPA's feasibility.

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Pensions must brace for Brexit impact

The chances of Britain leaving the EU without a withdrawal deal seem greater than ever. Retirement systems need to prepare for changing valuations and disruptions to how they do business.

China’s enticing, challenging market

Inefficient markets and an explosion of technological innovation fuelled by Millennial consumers make China a tantalising prospect but accessing strong returns there isn’t as simple as it looks.

How to follow megatrends to success

The big themes that will fuel growth in coming decades are interconnected and subject to change. An expert panel gave advice on riding societal change to outperformance.

Sometimes, you can trust a hunch

Whether you call it a ‘gut feeling’ or ‘expert intuition’, under the right circumstances and in the right investment environment, it can take you in the right direction.

CalPERS shake-up may delay PE plans

The surprise ousting of CalPERS board president Priya Mathur heralds a leadership shake-up that could place final approval of an expanded private equity program on hold.

Private capital opportunities grow

It’s been said the “public market is quickly becoming a holding pen for massive sleepy corporations”. This has investors taking more late-stage stakes in private companies as perceived risks ebb.

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