policy

IMCO World View: Decoupling, tech and private markets drive future trends

Many of the certainties investors have taken for granted over the past several decades appear to be fading. In its World View research, Canada's IMCO reflects on the years ahead

Sarah RundellFebruary 2, 2023

Bridgewater warns markets still haven’t factored in slower growth

Markets have not begun discounting a decline in corporate earnings as Central Banks, serious about taming inflation, continue to destroy demand. Investors should expect another contraction. Meanwhile recent market moves in the UK suggest the growing risk of policy missteps, particularly if rate rises become politicised.

Sarah RundellOctober 27, 2022

Sustainability Digital – Sept 2021

Robeco eyes policy response

Policy makers response is the next pivotal step in sustainable investmen according to Victor Verberk, CIO fixed income and sustainability at Robeco. He predicts that policy makers reaction will appear via taxes or import tariffs with a “devastating impact” on companies that will create winners and losers.

Sarah RundellSeptember 16, 2021

PRI in Person

Policy response inevitable, says PRI

PRI has developed an Inevitable Policy Response (IPR) that lays out a realistic forecast of how governments will respond with policy to try and navigate climate risk by 2025.

Sarah RundellSeptember 12, 2019

Uncategorised posts

OECD calls for policy solution to long term investing barriers

Governance of institutional investors and the lengthening investment chain causing bigger distances between assets’ beneficial owners and those involved in executing investment strategies was one of three practical issues raised by the OECD general secretary as a barrier to more investment in long-term investing financing. Speaking at the OECD Project on Institutional Investors and Long-term […]

Amanda WhiteJanuary 9, 2015