Linda Gruendken: Cycling in Cambridge and the randomness of markets

I chat with Linda, the lead scientist from GAM Sys
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Canada places $1.9 trillion pension pool at heart of global capital pitch

Canada places $1.9 trillion pension pool at heart of global capital pitch

Canada will pitch the partnership with its mammoth pension pool as a key drawcard for global capital to invest in the nation, with Prime Minister Mark Carney set to host top brass from asset management giants at the inaugural Canada Investment Summit this week in the hopes of turning the country’s institutional maturity into an investment advantage.

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Duflo says credit ratings punish poor

Nobel prize winner Esther Duflo suggests institutional investors can help alleviate poverty by fostering new supply chains and looking beyond a country's credit rating. She said there is an "unacceptable" level of poverty amongst Africa Americans and Latinos who are keeping the US economy going but dying for it.

Robeco hails the power of stewardship

Global asset manager Robeco has found proactive stewardship triggers important changes in corporate behaviour. Chief executive Gilbert van Hassel urges FIS 2020 Digital delegates to do the same.

Meng talks CalPERS leverage plan

In a fireside chat, CIO of CalPERS Ben Meng talks about how the fund wants to use leverage to push deeper into private assets, while Ronald Wuijster, chief executive officer, APG Asset Management said the policy response has made taking advantage of buying opportunities difficult.

Purpose set to drive investment

Investors should use stewardship to encourage purposeful companies that provide long-term value by meeting the needs of multiple stakeholders and helping improve society. But what is a purposeful company?

China’s growth conundrum: Debt vs GDP

Understanding the two policy making camps in China - one which is concerned about debt and one which is worried about a slowdown in growth - is key to understanding China's position in the global economy, says professor of finance at Peking University, Michael Pettis.

Emerging economies: Rich opportunities

Investment opportunities in emerging markets include high yields on local government debt and cheap currencies, while China's Renminbi has proven its resilience and is now considered a safe asset currency according to chief economist at Pictet Asset Management, Patrick Zweifel.

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