REGISTER NOW: Core Infrastructure – Is it a fixed income substitute, an inflation hedge, or a high yielding defensive play? Core infrastructure has experienced a step-change in investor interest in recent years. Even within infrastructure, which has been increasing its share of global investors’ portfolios, core infrastructure has been one of the most rapidly growing segments. Core…
Climate Conferences and ESG Goals The 26th U.N. Climate Change Conference of the Parties (a.k.a. COP26) will take place Oct 31-Nov 12 in Glasgow, Scotland. It is an opportunity for parties across the globe to align towards the goals within the Paris Agreement and to inspire action on climate change. We look forward to seeing…
Top Recent Content on Private Equity, Private Debt, and Venture Capital How has the Covid-19 crisis impacted the way that private equity firms operate or the way that portfolio companies are managed? How much dry powder presently exists? Is the IPO market heating up? From comparisons of U.S. and European private credit to insight into…
It’s hard to think about tomorrow when you’re having a good time today, and a decade of ripping equity market returns has investors convinced that the party can go on. While equity markets have outpaced “even the most optimistic forecasts” in recent years, Northern Trust Asset Management (NT) believes that those red hot returns could…
The advent of Your Future Your Super (YFYS) and a new wave of climate regulation means institutional investors are increasingly turning their gaze towards decarbonisation, according to Northern Trust Asset Management. Scott Bennett, Northern Trust Asset Management head of quantitative research and client solutions for Australia and New Zealand, believes YFYS and other regulations have…
As investors have looked to put more sizzle into their fixed interest portfolios for extra yield, a sector within the ESG universe has been, increasingly, providing just that – impact bonds. For big super funds the main game has been integration of ESG principles throughout portfolios, including fixed income, and whatever allocation they may have…
As a far-reaching regulatory crackdown rolls through Asian markets, Elizabeth Soon, portfolio manager for PineBridge, leans on one key lesson from her thirty years in equity markets: volatility brings opportunity. “People become fearful when markets fall and they sell, but they become fearless during a bull market even when valuations don’t justify it,” Soon says….
Carbon Emissions and Carbon Credits Even though 2050 is a long way off, action must be taken now in order to achieve some of the Paris Agreement goals. Reducing carbon emissions is a critical aspect of this process. In response, many governments and corporate entities have already begun to develop decarbonization strategies in an effort…
Citibank China Co will become the first global bank with a full-service custody operation in China from the new year. This follows its debut as one of only two to go live with securities lending contracts early this month (November 1). As announced last week, Citi and HSBC both went live with cross-border lending clients…
Research Affiliates, US-based global quant manager which has established offices in Sydney and Melbourne in the past couple of years, has called for compulsory changes in the way companies report carbon emissions to assist the investment world make more informed decisions about responses to the impact of climate change. Vitali Kalesnik, partner and European director…
