Security is Key Driver, Not Economics Asset Owners, Economics, Women in Finance The world post COVID is driven by security rather than economic considerations, but this doesn’t mean we will head down the path of deglobalisation, AustralianSuper says Read More
Prepare for Shorter, Sharper Cycles Asset Owners, Economics Investors should prepare for shorter and more volatile economic cycles and take a true long-term approach, TCorp’s Chief Economist warns. Read More
Inflation Will Not Fall Rapidly Economics Former RBA Governor Ian Macfarlane warns for rates to remain high for longer than the market seems to price in at the moment. Read More
Growth or Inflation? That’s The Question Economics, ESG, Fixed Income & Credit As central banks continue to raise rates, fixed income investors need to make a decision: do they prepare their portfolios for further growth or higher inflation? We speak with Allspring’s Henrietta Pacquement and Thomas Lyons about fixed income in the current environment, the energy transition and the geopolitical turmoil. Read More
Tackling Inflation Through Real Assets Economics, Private & Alternative Markets, Real Estate Real assets have long been known to form a hedge against inflation and growth shocks. But not all real assets protect to the same degree, and investors now have climate change to worry about, PGIM’s Harsh Parikh says. Read More
The Rocky Road to Net Zero Economics, ESG Carbon neutrality has become a central theme in the investment industry, but the concept is quite a fragile one, abrdn says Read More
Transitory Does Not Mean Short-Lived Economics The Federal Reserve might have retired the word ‘transitory’, but MMT’s Professor Bill Mitchell doesn’t see the propagating mechanisms for inflation to stay structurally high. Read More
The End of Growth Economics, Editorial Former banker and author Satyajit Das speaks about the new edition of his book ‘A Banquet of Consequences’ and warns for the current levels of overconsumption and financial mismanagement. The coronavirus pandemic has only helped to lay bare the weaknesses in today’s economic structures, he says. Read More
Beware of Inflation Risk: Armitage Asset Owners, Chief Investment Officers, Economics, Fixed Income & Credit A rise in inflation might be around the corner and institutional investors would do well to prepare for this risk, MLC’s Jonathan Armitage says. Read More
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