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FIS 2020: The policy response

FIS 2020 will discuss how the unprecedented government stimulus in response to the pandemic could affect investor returns and specific allocations. Areas of concern include a sharp rise in zombie companies kept afloat by government support.
Sustainability

Davos 2020 for institutional investors

The World Economic Forum’s annual shindig in the Swiss alpine resort of Davos was all about sustainability in 2020 with some specific outtakes for investors around carbon. There were other lessons for investors too, like caution around illiquid assets and the perils of negative yielding debt.
Investor Profile

CPPIB doubles logistics spend in China

The $165.8-billion Canadian Pension Plan Investment Board (CPPIB) has substantially increased its investment in logistics properties in China, doubling its funding of a partnership with the Goodman Group. It is the second time in a year that CPPIB has doubled its exposure to logistics properties in this Chinese joint venture, with its latest injection of […]
Investor Profile

Future Fund’s single
total portfolio

For the past five years David Neal has been integrating the vision of “one team, one portfolio” into the culture of the investment team at the $77-billion Future Fund. This has now been set in stone – well, porcelain – with coffee cups bearing the moniker used by staff throughout the organisation. The slogan is […]