Mind The Gap Asset Allocation & Strategy, Fixed Income & Credit, Private & Alternative MarketsChina Pacific Insurance Group CIO Ben Deng speaks to [i3] Insights about the challenges of closing the asset/liability gap in today’s low-yielding environment and shares his excitement about opportunities in Chinese private equity. Read More
The Factors of Emerging Market Debt Emerging Markets, Fixed Income & CreditFinisterre Capital’s Raphael Biosse-Duplan says investors should worry less about the geographical definition of emerging markets and more about what factors set this asset class apart from others. Read More
MMT – In Conversation with Bill Mitchell Economics, Fixed Income & CreditProfessor Bill Mitchell is one of the key developers of Modern Monetary Theory. [i3] Insights visited Professor Mitchell in Newcastle to discuss how the theory came to be and what it says about government debt, inflation and the Green New Deal. Read More
The Confusion about Debt and Inflation Economics, Fixed Income & CreditThe relationship between debt and inflation is often misunderstood and this can affect how you read economic trends, Macquarie’s Dean Stewart says. Read More
Moral Hazard in China is Breaking: Fidelity Emerging Markets, Fixed Income & CreditThe Chinese government’s willingness to let private companies default on their debt is a sign of a maturing domestic market and helps price debt issuances more accurately, according to Fidelity International. Bryan Collins, Head of Asian Fixed Income at Fidelity, argues the corporate bond market in China is still relatively young and when the first […] Read More
Real Estate Debt Looks Better Than Equity Fixed Income & Credit, Real EstateFrom a macroeconomic point of view, real estate debt looks better than real estate equity, PGIM CEO of Real Estate says. Read More
The Potential Pinch of the Royal Commission Economics, Fixed Income & Credit, Risk and Regulation, Women in FinanceIf one of the outcomes of the Royal Commission is for Australian banks to be required to strengthen their lending standards, it could cause housing credit growth to slow significantly, perhaps resulting in a credit crunch, Whitehelm Capital says Read More
The Trouble with Measuring Free Stuff Economics, Fixed Income & CreditCritics have argued that classical economic measures fail to capture the growth and productivity of today’s technology-driven world, but what does the US Bureau of Labour Statistics think about this? Read More
Don’t Underestimate Technology-driven Deflation Fixed Income & Credit, Private & Alternative MarketsTechnological advancement and global demographics may have changed the foundations of our global economy permanently, Principal Global Investors CEO says. Read More
