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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title=”Moderator” el_class=””][vc_empty_space height=”10px”]
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.
Emerging market equities in Asia and Latin America could be a bright spot in the lingering gloom hanging over global markets this year, according to BlackRock’s managing director of iShares Russ Koesterich.
There is too much trend following and too little intellectual irritation in pension management, according to Keith Ambachtsheer, principal of KPA Advisory Services.
The tide may be turning for private equity investments, with 73 per cent of investors planning to make new private equity commitments in 2012, according to a global survey of 100 institutional investors by Preqin.
Hedge fund investors should focus on a few exceptional managers and keep allocations to just 1 or 2 per cent of a diversified portfolio, according to the former head of JP Morgan’s hedge fund seeding operations, Simon Lack.
A study into the workings of the UK stock market has found that its liquidity is reduced by high-frequency trading, raising concerns that Europe’s biggest equity market is not as deep as once thought.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Large investors with more than $1 billion allocated to hedge funds plan to maintain or increase their exposure in 2012, a Preqin study has found.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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