Emerging Markets
The future of investing in China
International pensions adviser at PRIME bv, Peter Kraneveld, looks at how different China scenarios could impact portfolios.
Peter KraneveldJune 6, 2019
Risk
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.
Amanda WhiteMarch 15, 2019
FIS Digital – June 2020
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.
Sarah RundellOctober 8, 2018
FIS Digital – June 2020
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.
Amanda WhiteJuly 5, 2018
Opinion
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 […]
Amanda WhiteDecember 18, 2014
Investor Profile
The challenges of a low-carbon mandate
AP4 already has US and emerging markets low-carbon mandates and plans to invest up to $1 billion across various regions. Mikael Johansson, senior portfolio manager global equities, AP4 explains how the concept of responsible investment can be integrated into the investment process of a large pension fund and the challenges in implementing low carbon mandates. […]
David RowleySeptember 19, 2014