European Private Credit in the Pandemic Fixed Income & Credit, Private & Alternative Markets Private credit has been growing quickly in Europe in recent years, so much so that asset consultants treat it now as a core allocation in multi-asset portfolios. But did the coronavirus pandemic throw a spanner in the works for the sector? We speak to Pemberton’s Managing Partner Symon Drake-Brockman to find out. Read More
Low Rates, New Tech and Bubbles ESG, Financial Crisis, Innovation, Women in Finance A combination of low interest rates and the emergence of new technology can cause bubbles to form, according to Morningstar IM. Is this what is happening in crypto and clean tech stocks? Read More
Fusion as a Source of Clean Energy Equities, Innovation Recent advances in laser technology have brought clean energy generation from nuclear fusion a step closer, Dr. Warren McKenzie says. This could see a dramatic impact on energy prices. Read More
Year in Review – 2021 Opinion It is that time of the year again to look back on the previous 12 months to see what piqued the interest of our readers. Read More
Innovation in Healthcare Equities, Innovation The healthcare sector is at an inflection point, where decades of research is now starting to throw off innovative new therapies and treatments and this could very well lead to a ‘golden age’ for the sector, American Century Investments says. Read More
Pearce on Early Days of Internalisation Asset Owners, Leadership & Management When Unisuper decided to internalise asset management functions, it adopted an approach of ‘logical incrementalism’ rather than putting forward a grand vision for the future, CIO John Pearce says. Read More
NZ Super Embraces Sustainable Finance Asset Owners, Chief Investment Officers, ESG NZ Super has concluded a thorough review of its responsible investment framework and has decided there is room for improvement, CIO Stephen Gilmore says. Read More
Aviva Sees Renaissance of Convertible Bonds Fixed Income & Credit, Private & Alternative Markets Convertible bond issuance reached record levels after markets recovered from the shock of the pandemic. We speak to Aviva’s Rico Pedrett about opportunities in the market and the impact of Your Future, Your Super on the asset class. Read More
Sustainable Investing in Asia Chief Investment Officers, ESG, Private Wealth, Women in Finance A passion for ocean conservation has led St. James’s Place’s Angelina Lai to be more involved in sustainable investing and she speaks to [i3] Insights how this applies to her role as Head of Division – Asia Investment. Read More
