Gideon Smith: Fundamentals and the golden age for quants

I chat with Gideon, CIO & global head of portfolio
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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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Water risk is real, experts warn

The seven-year drought plaguing the state with the world’s fifth-largest economy highlights supply-chain issues and other concerns that investors need to take seriously.

Ready for the rough switch to low-carbon

Investors said the move away from the carbon economy in response to climate change was definitely coming and would be difficult. They shared some of the ways they’re getting ready.

Investors find low-carbon opportunities

Leading investors are moving forward on climate change by pouring funds into sustainable investments and applying energy-saving strategies to assets already in their portfolios.

Gore still hopeful about climate change

Former US vice-president Al Gore described the worsening effects of climate change but found hope in the efforts of many governments and the increasing prominence of renewables in the economy.

PRI focused on commitment to task

As the 2018 PRI in Person conference begins, the prospect of recovering fossil fuel prices adds urgency to the organisation’s efforts to expand – and to keep current members on task.

Private capital opportunities grow

It’s been said the “public market is quickly becoming a holding pen for massive sleepy corporations”. This has investors taking more late-stage stakes in private companies as perceived risks ebb.

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