This conversation covers some examples of the techniques deployed for thinking about decumulation using data from Hong Kong, Singapore and France.
Speaker: Raphael Sobotka, global head of flexible, risk premia and retirement solutions, Amundi
Moderator: Alex Proimos, head of institutional content, Investment Magazine
Length: 11 mins
Reports of America’s decline as a geopolitical and economic power are exaggerated, and the noise investors should learn to ignore is really only the presidency itself, celebrated historian Stephen Kotkin told the Fiduciary Investors Symposium at Harvard.
When it comes to figuring out how a company will get to net zero and how their transition will be financed, more investors are making a distinction between emissions that are hard to abate, and emissions that are expensive to abate.
The specific drivers of growth of Asian economies means a traditional view of asset allocation is not necessarily the best way to approach investing in the region, the 2024 Top100funds.com Fiduciary Investors Symposium in Singapore has heard.
Investors have been warned not to compare apples to apples between China and India just because the two have similar market sizes and populations. And despite India’s sky-high valuations, Top1000funds.com Fiduciary Investors Symposium has heard that the country’s solid market structure and culture will make it worth investors’ while.
Despite China’s recent equity woes, Pictet’s Geneva-based chief economist Patrick Zweifel remains bullish on the outlook for the country, telling the Top1000funds.com Fiduciary Investors Symposium in Singapore that stabilization of macro factors and “promising cyclical developments” will breathe life into the market of world’s second-largest economy.
Japan’s giant GPIF will expand its manager pool and eliminate certain criteria used in selecting asset managers, a move that comes as the country’s Prime Minister Fumio Kishida aims to elevate the standard of the country’s asset owners, and build Japan into a wealth management powerhouse.
Migros-Pensionskasse (MPK) the CHF28.2 billion ($30 billion) pension fund for Switzerland’s largest retailer, Migros, has done much to reduce emissions in its real estate allocation. But balancing adding value with the cost of integrating sustainability is a challenge.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
Top1000funds.com is read by investment professionals in more than 40 countries.
Leave a Comment
You must be logged in to post a comment.
Login