Fear the Boom and Bust

With a festive tongue firmly in cheek, this video may provide a welcome smile at the end of a challenging year for many fiduciary investors.

The global financial crisis triggered a revival in the popularity of interventionist Keynesian economics – but the free marketeers of Friedrich Hayek’s Austrian School won’t give ground easily. Here, Keynes and Hayek reinvent themselves and put forward their arguments via the medium of rap.

conexust1f.flywheelstaging.com wishes all its readers a happy holiday.

We will publish again on January 5

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Future Fund could manage others’ money

Managing money for default super is a possibility for Australia’s sovereign wealth fund. Its leadership also said becoming more ‘nimble’ and adding activity in venture and growth were priorities.

Carlyle MD says cycle isn’t done

Carlyle’s Jason Thomas says private-equity investors miss out when they try to call the top of the cycle. He thinks Trump’s impact has been overblown and that the current cycle isn’t done yet.

CalPERS says consultants could do better

CalPERS is happy with its consultants, except for their performance in recommending ways to control fees and costs and their presentation of new investment ideas, a board rating reveals.

Dutch pension funds embrace UN goals

PGGM and APG are well advanced in developing a process to identify potential sustainable development investment opportunities that could transform the UN’s targets into tangible returns.

5-yearly power transfer looms in China

As China readies for its five-yearly leadership reshuffle, global investors are watching to see how they’re poised to manage the world’s second-largest economy as it faces up to its debt dilemma.

Satyajit Das: access real income

Author Satyajit Das, who warned about derivatives before the GFC, says debt levels have turned the whole world into a carry trade and managers need to get close to real income streams.

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