I speak to Matt about his wonderful collection of old (retro?) computers but also all about the challenges of defining an ethical framework for algorithms, and what we can do to understand this tricky area.
NZ Super cuts benchmark return expectation on US valuation concerns
A view that the US stock market is overvalued and equity risk premia will be lower over the long term has driven New Zealand Super to lower the return expectations for its reference portfolio following its recent five-yearly review of the benchmark. Co-chief investment officer Brad Dunstan also flags underweight commodity exposure as an area to address and explains why the fund remains sceptical of illiquidity premia despite seeing a growing case for private markets.
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Canada’s BCI plans to double allocation to private debt
British Columbia Investment Management Corporation, BCI, the $200 billion asset manager for around 30 Canadian pension funds and insurers, is planning to double its private debt allocation. Sarah Rundell spoke to Daniel Garant about the shifts in the portfolio and the focus on active management.
Energy crisis turns investors off prescriptive shareholder resolutions
In a recent stewardship update, BlackRock, the world’s largest asset manager, warned that it will support fewer shareholder resolutions on climate change this year because they have become too extreme and prescriptive.
Lessons from the mining sector: Engage with the issue, not the company
The Church of England Pensions Board led change in the mining industry by engaging with the issue rather than individual companies. The process led to the introduction of new standards on tailings dams.
Investors need to wake up to the value of natural capital
Investors have a key role to play in halting biodiversity loss but biodiversity literacy in the finance and business world is poor: the fog comes down and the conversation gets stuck.
The business as usual oil groups betting against Paris
Oil and gas companies that are pursuing a growth strategy are betting against Paris. These projects will be stranded; they will destroy investor value and will take the world over emissions targets.
Valuation and risk as the rhetoric-action gap on climate mitigation closes
In this live recording from Sustainability in Practice, hosted by Top1000funds.com at Cambridge University in April 2022, Professor Julian Allwood speaks with Colin Tate.
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