Andrew Lill has stepped down as chief investment officer of the $86 billion Rest, bound for parts yet unknown. The fund he leaves looks very different to the one he joined.
Authorities have had enough of greenwashing excuses, and they’re lobbing record fines at transgressors. Funds will have to lift their game.
2024 Capital Market assumptions: scenarios and asset return forecasts for the next decade by Amundi
Delays in climate policy, rising geopolitical tension and the adoption of Artificial Intelligence (AI) are reshaping the long-term economic pathway. The evolution of these trends and the impact of high valuations in some areas will determine future expected returns. Bonds as a portfolio engine are back, while equity will see a reversal with the renewed appeal of global and Emerging Market equities. Emerging Market bonds, Hedge Funds and Private Debt will also become more attractive thanks to their diversification benefits.
