Chief research strategist and head of beta research at RogersCasey, Cynthia Steer, takes a summertime look at the “New World” of investing. She compares today’s investment challenges to those of gardening, and in contemplating the stoicism and constancy of long-time gardeners and farmers, she notes that portfolios
today need to be re-constituted, the risk within them re-considered, and that our old “beds” or asset classes need to be re-analysed.
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Steve Eisman, whose bet against subprime mortgages was chronicled in a popular movie and book, says reforms have reined in the leverage that led to his ‘end-of-the-world’ short from a decade ago.
Market fundamentals are in great shape and a return to normal volatility won't change that, although debt and cyber-risk are potential dangers, a panel of executives told the Milken conference.
Individual investors are being denied access to tech shares and other growth because fewer businesses are publicly listed, a panel of asset management executives told the Milken conference.
Large pension funds are being cautious in current markets and are looking to "batten down the hatches", a panel of investors told delegates at the Milken Institute Global Conference in LA.
As the CDP turns 18, its founders’ dream of universal reporting of climate-change data is closer to reality than ever, thanks to standards and guidelines the TCFD has released.
Finance professor Keith Ambachtsheer has outlined a trio of possibilities for coming decades. One is a rosy outlook, two are more pessimistic. But no matter what, he sees a long-term premium.
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