Jason Brady: Investment opportunities during a global emergency

The global macroeconomic environment is different from a generation ago. With cash rates close to zero, and debt instruments diminishing in both yield and defensive characteristics, it is becoming harder than ever to construct income portfolios for retirees. This first quarter of 2020 has seen market volatility and further unorthodox central bank behaviour as the world chooses to shutdown output to contain coronavirus. This session considers both the scope of the challenge for investors and the potential opportunities that exist to navigate this temporary health problem.

Speaker: Jason Brady, chief executive officer, Thornburg Investment Management

Moderator: Alex Proimos, head of institutional content, Investment Magazine

Length: 20 mins

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Silver is the new gold: France’s UMR targets opportunities in ageing economy

Silver is the new gold: France’s UMR targets opportunities in ageing economy

French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.

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Professor of finance at the EDHEC Business School and member of the EDHEC Risk Institute, Abraham Lioui, looks at the spillover effect that counter-cyclical regulation affecting one part of the market, banning short-selling, has on the broad market. By examining the effect of the ban on short-selling in 2008 on market indices in the US

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Norges Bank Investment Management is leading a consortium of more than 130 institutions globally in a disclosure project aimed at providing investors with a comprehensive assessment of the water risks of the companies they invest in. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Wilshire survives and retains CalPERS consulting tender

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