Linda Gruendken: Cycling in Cambridge and the randomness of markets

I chat with Linda, the lead scientist from GAM Sys
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How the G20 can hasten recovery

This report argues the G20 not only should but can be meaningfully useful to recovery from the COVID-19 pandemic. It looks at the role of G20 in designing a fiscal response, strengthening access to vital medical supplies and ensuring global food security.

Where is the illiquidity premium?

Investors allocate to private equity with the expectation of achieving superior returns relative to public-market investments. This approach has generally paid off in corporate private equity with return premiums that have compensated investors for the risk of illiquidity. However, the same cannot be said for real estate private equity.

REIT recovery buying

The global health crisis and recession have turned property markets upside down in dramatic fashion, as shelter-in-place orders have given certain tenants the economic and political cover to avoid or delay rent payments.

Navigating the ESG Labyrinth

A guide to integrating sustainability across asset classes.

Embracing tech disruption

Reflections from Sonal Desai, chief investment officer, Franklin Templeton Fixed Income from the Franklin Templeton 2019 Global Investor Forum.

The big book of SI

Sustainability investing - meeting the needs of the present generation without compromising those of generations to come.

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