As we approach the 2020s, what have we learned about pension investing in the last 20 years?
There is a growing consensus that there needs to be a shift from extraordinary monetary policy to fiscal activism. Although quantitative easing (QE) will continue, there is a widespread recognition that its effects are diminishing.
Winds of change are blowing relentlessly across the globe and the investment world is no exception. Central to this evolution is the growth of intangible assets, ranging from brands and patents to franchise agreements and digital platforms.
Has the world entered a new paradigm in which growth, inflation and value investing are dead? Various indicators might have us believe this is the case.
Ben Caldecott is founding director of the Oxford Sustainable Finance Programme and an associate professor at the University of Oxford
The increasing amount of geospatial data can help foster sustainable finance
IPE Quest is a manager search facility that connects institutional investors and asset managers.
Asset class: Core Real Estate Muli-Manager Separate Managed Account.
Asset region: Global.
Size: CHF 150m.
Closing date: 2019-12-20.
Asset class: Small Caps Equity.
Asset region: US.
Size: $>100m.
Closing date: 2019-12-09.
Asset class: Sovereign Local Currency Emerging Market Debt.
Asset region: Local emerging markets.
Size: EUR 950m.
Closing date: 2019-12-19.
