Amara Haqqani: Super in 2020 – Copernicus, Warren Buffet’s swimming naked, and pitchforks in the street

In this episode, Alex Proimos, head of domestic co
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European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

The rise in government bond yields is being driven by higher policy-rate expectations and commodity supply concerns linked to the Strait of Hormuz, not fears of an imminent sovereign debt reckoning. Investors share how they are preparing for higher returns.

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Dismantling DEI: Investors weigh the risks

Six months on from President Trump's executive order to dismantle once mainstream DEI programs, institutional investors reflect on concerns regarding returns, recruitment and engagement. Top1000funds.com surveys a variety of views amongst the disruption arguing it is an opportunity to reframe the issue and articulate what DEI means.

Bond allocations increase as diversification benefits come to the fore

Asset owners are, on a net basis, increasing allocations across fixed income sectors, seeking geographical diversification – particularly those in Asia-Pacific and EMEA – and trusting bonds to provide ballast against equity risk in portfolios.

Reconciling ethics and returns in pursuit of a sustainable economy

Can investors and governments balance financial returns with social equity, or will short-term gains prevail? Anastassia Johnson, researcher at the Thinking Ahead Institute, tackles the complex debate about what makes a just transition.

Railpen talks risks and opportunities in trade upheaval

Investing in currencies and long short equity strategies are two of the opportunities that the UK’s £34 billion Railpen has been exploring in the current volatile environment.

Texas politicians reinstate BlackRock as manager’s ties to the state grow

Public funds in Texas can work with BlackRock once again after legislators removed it from a blacklist of companies accused of "boycotting" the oil and gas industry. The decision comes as Texas's administration found alignment with the asset manager which backed key economic initiatives including the Texas Stock Exchange.

Dutch insurer NN flags loose lending and copious capital in private credit

Marieke van Kamp, head of private markets at Dutch insurer NN, flags growing risks in private credit. In an interview with Top1000funds.com, she also outlines NN's partnership model with managers and argues the case for sustainable real estate.

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