I speak with my a great voice of independent research in London on the topics of using alternative data for FX and macro research for quantitative strategies. We talk a lot about Saeed’s well known work in macro-economics, in FX research, as well as his well known and regarded book.
Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come
China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.
Sort content by
Shell and shareholders chart evolution
At PRI in Person Sylvia van Waveren, director, active ownership at Robeco, and Adam Mathews, director of ethics and engagement at The Church of England’s Pensions Board sat down with Ben van Beurden, CEO of Royal Dutch Shell to chart their journey of dialogue and evolution that resulted in the oil giant setting carbon emissions targets linked to executive pay.
Investors ponder human right risk
Governments and companies are compelled to protect human rights, but investors could do more to ensure they do, said an expert panel speaking on the role of finance in human rights at the PRI in Person in Paris.
Asset owner call to drive policy
It is difficult to see how the world will cap emissions in line with the Paris agreement unless asset owners drive change, aligning their portfolios to net zero and demanding more from their managers, delegates at PRI in Person heard.
How Danone leads corporate world on ESG
In conversation with Eva Halvarsson, CEO of SEK 334 billion ($34 billion) Swedish buffer fund AP2 at PRI in Person in Paris, CFO of French multi-national food group Danone Cécile Cabanis, told delegates that the goal of the company is to contribute positively to all 17 Sustainable Development Goals.
Pizza and diversity: How funds move dial
Empowering long-term influential asset owners to invest responsibly is the key to hastening take-up in responsible investment. Delegates heard how some leading asset owners are doing this through their diversity and ESG practices.
France urges more ESG action
“It’s time to act,” said Bruno Le Maire, France’s Minister of the Economy and Finance in the opening keynote speech at PRI in Person in Paris in a speech, which underscored with a sense of urgency that the financial world is not doing enough to meet today’s ESG challenges.
Leave a Comment
You must be logged in to post a comment.
Login