This session drew on themes of the conference and discuss with asset owners what the portfolios of the future will look like, particularly examining how investors plan to build robust portfolios to meet changing investment regimes.[vc_quotes layout=”accordion” 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The world has two decades to find the solutions to keep warming to below two degrees, otherwise we are likely to cross two degrees and need to plan for risk associated with two point five or three degrees.
He said the number of corporate commitments to tackle climate change will increase in line with customer demand for more action.
On one hand innovation will comprise “sustained innovation” of existing technology. In contrast, “disruptive innovation” comprises new technology that is initially expensive but then becomes cheaper.
Innovation also depends on companies being able to tap the infrastructure and supply chains they need to thrive.
In early-stage investment, the focus is on feasibility and the extent to which a new product is cost effective or competitive. In the next stage access to a supply chain and infrastructure becomes a priority.
Investment in pioneering sectors involved working with teams that understand the technology, regulatory barriers and supply chain risk as well as an understanding of the policy needed to create these markets.
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.
The workplace pension asked its members what they wanted during the decumulation phase. The answers led to a default product that aims for assurances in older age, while still offering options.
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