What to expect with US ESG policies
Charles Millard, former director of the US Pension Benefit Guaranty Corporation, expects more ESG-favourable regulation in the US under President Biden. But the path to get there is not so easy.
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The future of investing in China
International pensions adviser at PRIME bv, Peter Kraneveld, looks at how different China scenarios could impact portfolios.
Geopolitics: risk or opportunity?
The challenge around geopolitical risk is determining how sustained or long-lasting any particular risk is. Angela Rodell, CEO of Alaska Permanent sees opportunity in having a view of the world.
Taiwan epicentre of geopolitical risk
The China-US trade war is the latest development in a tense relationship that threatens to bubble over into war over Taiwan, “incinerating” portfolios, Stephen Kotkin said.
Kotkin weighs in on geopolitical risks
Global tensions are an important consideration in decision-making. At a recent roundtable, geopolitical expert professor Stephen Kotkin discussed the risks related to China and the US.
Long-termism, the problems with capitalism and other holiday reading
The holiday season is a good time to catch up on the reading you may have put off throughout the year. To make it easy for you here is a choice of articles that speak to some of the key themes for investors – long-termism, economic growth, climate risk and capitalism. Long-termism is one of
Sustainability