Encouragingly, action to combat Climate Change has been promoted to the front page.  Especially so in the UK as it prepares to host the high-profile COP26 summit in November.  In May ‘21, landmark legal cases and shareholder action has seen ‘Big Oil’ face the power of engagement and shareholder a...

Despite the column inches given to Emerging Markets, especially China these days, it remains eye catching that the US remains well over 60% of global stock markets.  A mammoth number! Oft regarded as an efficient market where index- busting returns are hard to achieve, in this Panel we welcomed m...

As China continues to open its markets to foreign investors, it’s simply become too big to ignore as a huge standalone investment opportunity.  Many investors have already taken exposure, others are sure to follow in the next decade. In the final panel of the series, we looked at the Chinese ESG ...

As China continues to open its markets to foreign investors, it’s simply become too big to ignore as a huge standalone investment opportunity.  Many investors have already taken exposure, others are sure to follow in the next decade. In the second of 3 panels, we looked at the Chinese on and offs...

As China continues to open its markets to foreign investors, it’s simply become too big to ignore as a huge standalone investment opportunity.  Many investors have already taken exposure, others are sure to follow in the next decade. In the first of 3 panels, we looked at the Chinese on and offsh...

Alongside financial return, in recent years, investors have increasingly sought impact in their investment portfolios. Real asset investments have been a significant part of this dynamic. Given their nature, they are easy to identify and impact outcomes are more immediately visible than financial...

Post the global financial crisis, the trend of monetary stimulus, in particular Central Bank QE policy led to huge yield compression.  The Covid-19 pandemic has resulted in further Central Bank support. The impact?  Compressed credit spreads, low and in many cases negative yields and apparently v...

There is little doubt that existing and future word growth will emanate from Asia. Demographic tailwinds, a growing middle class, and increasingly the creation of leaders in technology and consumer brands make this a fascinating region to discuss. In this panel, we welcomed three leading portfoli...

In recent years, private markets investments have received increasing attention and allocation from DB pension schemes. The potential for returns in excess of liquid credit markets and diversification characteristics are particularly attractive attributes. Until recently, access for DC investors ...