I chat with Alexander, CEO at Rebellion Research, on stock selection, portfolio construction and his passion for teaching.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
A geostrategic standoff between the US and China over AI would be “extremely damaging for capital owners” according to the Future Fund, Australia’s A$337 billion ($237 billion) sovereign wealth fund, which outlined four “secular scenarios” around AI and its investment implications.
The investment industry will need a new kind of leader with a new set of skills to serve the interests of younger generations and create value for society as a whole.
Human rights advocate Kerry Kennedy says ESG frameworks are not providing investors with enough reliable data about human rights and other social issues to allow accurate assessment of risks.
Representatives from CalPERS and Cbus Super joined academics in challenging large investors to do more for sustainable finance and outlining some practical ways to achieve this goal.
GPIF’s Hiro Mizuno and AP2’s Eva Halvarsson stressed the importance of combating short-termism at every level of the investment chain and throughout the organisation, to forge sustainability.
Positive corporate engagements increase return on investment but also help improve communication, learning and organisational politics, two studies the PRI commissioned have found.
Mission 2020 convenor Christiana Figueres challenged PRI signatories to invest 1 per cent of assets in clean technology and renewable energy by 2020, saying the world is nearly out of time.
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The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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