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SWFs: Never waste a good crisis
Despite pressure on revenues from oil and gas, Arab sovereign wealth funds are taking opportunistic bets in foreign markets in the face of global economic turmoil
Briefing: The unbearable lightness of investing
Open the newspaper. Any newspaper. Read the front page and then the money pages. Absorb, assimilate, repeat. After half a dozen goes, a pattern is clear.
The Renminbi: A matter of trust
Only a few years ago, there was much hype about the renminbi becoming the next significant reserve currency and potentially even threatening the dominance of the dollar.
Viewpoint: Investing after the Corona Slump
What are the facts that we know and that we can rely on when thinking about portfolio construction?
Viewpoint: Considerations around consolidation vehicles
Much of the debate around consolidation vehicles thus far has focused on the comparison between the security provided by consolidators and that provided by a traditional insurance company.
Guest Viewpoint: Rory Sullivan & Fiona Stewart
Better disclosure by asset owners is an important mechanism for driving sustainability in investment. But asset owners struggle with many aspects of sustainability reporting
Long term matters: Risk calls for universal investors
I’m looking for a senior executive from a major institutional investor who has “systemic risk” in their job description.
Viewpoint: Private debt managers mitigate risks with focus on operations
With financial markets undergoing a severe correction amid the COVID-19 crisis, Broadridge considers the impact on private debt managers.
Dutch pensions: the next chapter
For those who have been following the cumbersome multi-year saga of Dutch pensions reform, the latest wrinkle might seem trivial.
Turn crisis into opportunity
One of the most striking features of the discussion of what could be called the Corona crisis – the economic and financial crisis associated with the COVID-19 pandemic – is its pervasive intellectual laziness. Far too few commentators are trying to grapple with its unique features.
Growing debt levels spell trouble
Credit investors would be wise to reflect upon the growing debt burden weighing on the global economy.
Portfolio Strategy: Equities in the time of the pandemic
The speed and impacts of the coronavirus pandemic have thrown up challenges for investors that will not be clear for decades
Emerging market equities: India & China
India and China offer a template to understand future perspectives in light of COVID-19
Fixed Income - European investment grade: No sign of end for negative yields
Negative interest rates look set for a lengthy run in Europe, raising concerns about the long-term effects
Private Equity: Finding the right metric
It is hard to compare the performance of private equity investments
Emerging Market Debt - Global View: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
