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Highlights video | Stephen Kotkin

Highlights video | Stephen Kotkin

Few forces are reshaping institutional portfolios Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset

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Prepare for re-entry: the challenges of normalisation

Markets could get bumpy as monetary policy normalises, and as the pandemic’s destabilising impacts continue to ripple through the global economy. Philip Saunders and Sahil Mahtani explore the investment outlook across asset classes and regions.

Climate tops risks, complicated by pandemic

Climate action failure tops the World Economic Forum’s Global Risks Report 2022 as the number one long-term threat to the world. The pandemic has added further complication with the resulting divergent economic recovery threatening the collaboration needed on climate and other global challenges.

Border to Coast: Securing access to the best managers

The United Kingdom's Border to Coast pension pool has just mandated to a new private markets managers. Mark Lyon explains how the manager accessed the brightest and the best. The private markets allocation is on track to deliver promised fee reductions, despite mandating to expensive, sought-after external managers.

Different Approach, Different Outcome

In the search for outperformance, investors have become more accepting of alternative approaches. Dynamic Equity utilizes different return drivers than traditional active equity strategies.

Supply Chain Reaction

Chaos for Christmas? We unwrap the global supply chain crisis that is impacting holiday gifting this year.

Buy now, pay (more?) later?

Why is buy now, pay later so attractive to consumers? We discuss the business and investment case around BNPL, along with the regulatory environment of the new installment payment product.

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