Three investors reflect on the what lies ahead highlighting a buoyant 2021 but challenges beyond. Their suggestions include allocations to real assets and diversifying out of traditional fixed income as they navigate portfolio construction considerations in a new investment paradigm.
Sarah RundellDecember 16, 2020
Even for long term investors who pride themselves on the big picture and horizons stretching far into the future, the unprecedented change of recent weeks is hair-raising. Enough liquidity on hand to take advantage of buying opportunities once they arise and comfortably pay benefits is crucial. We look at the strategies of investors around the world in response to the market conditions.
Sarah RundellMarch 23, 2020
In what will be exactly a decade leading and transforming the Universities Superannuation Scheme investment office, Roger Gray will step down in September. Amanda White spoke to him about investments, governance, the self-possession needed to thrive in funds management, and what’s next.
Amanda WhiteMay 30, 2019
A new guide, Climate Change for Asset Owners, provides case studies and other practical advice for how to get investor organisations focused on climate change, how to craft a related investment strategy and how to implement it. The publication includes content from 10 asset owners.
Amanda WhiteFebruary 6, 2019