Linda Gruendken: Cycling in Cambridge and the randomness of markets

I chat with Linda, the lead scientist from GAM Sys
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The importance of governance in a crisis

From December to mid-March of this year New Zealand Super lost 20 per cent of its assets. It’s the second time in less than 18 months the fund has experienced a significant drop in assets but in an example of how good governance and process can allow for counter cyclical behaviour the fund is now buying equities.

Greening the recovery

The COVID-19 crisis won’t have a lasting impact on climate change, but the response will—fiscal policymakers should thus aim to make the recovery green according to the IMF.

Corporate resilience during COVID-19

The authors study whether during the 2020 COVID-19 induced market crash, investors differentiate across companies based on a firm’s human capital, supply chain and operating crisis response.

COVID-19 treatment and vaccine tracker

The Milken Institute is tracking the development of treatments and vaccines for COVID-19. There are currently more than 2.5 million confirmed cases globally, 114 treatments in consideration and 79 vaccines in development.

Pandemic I: The first modern pandemic

In this memo Bill Gates shares his views of how to accelerate global innovation, which is the key to limiting the damage to society and the economy. This includes innovations in testing, treatments, vaccines, and policies to limit the spread while minimizing the damage to economies and well-being.

Investors focus on human capital

Investors are putting pressure on companies to accelerate the shift to purpose-driven leadership and focus on human capital policies during the crisis. But while there are some examples of corporations making policy changes that positively impact their workers, supply chain issues pose a significant problem.

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