Frontier Restructures Research Team Appointment Asset consultant Frontier Advisors has restructured its research team, with a greater responsibility for Paul Newfield, Director of Sector Research at Frontier Read More
Basic ChatGPT Strategy Vulnerable to Arbitrage Innovation The basic form of a ChatGPT-based investment strategy has likely already stopped working, the author of a recent study says, but he also indicates it might work better in more inefficient markets Read More
Investing In Scope 3 Emission Reduction Infrastructure, Women in Finance Reducing Scope 3 emissions is a great challenge for many investors, but there are a few ways to start addressing this issue today, IFM Investors says. Read More
Australia Can Be Critical Minerals Superpower Emerging Markets, Infrastructure, Private & Alternative Markets With the energy transition under way, Australia could become a critical minerals superpower if it stopped simply shipping raw materials out of the country and instead focused on value-added products manufactured with the use of renewable power, according to Tim Buckley Read More
Storing Future Profit in Timber Stumps Asset Owners, Infrastructure, Private & Alternative Markets, Women in Finance Historically, timberland has been a Cinderella asset of limited appeal, except to those who appreciated its commercial value. But today, forestry has become a keenly-sought after asset for pension funds as they scramble for investments that could satisfy their overall ESG commitments, Florence Chong writes Read More
Ivanhoe Cambridge Sells Down LOGOS Stake Asset Owners, Real Estate Ivanhoe Cambridge recently decided to sell down its stake in LOGOS Property Group. Florence Chong speaks with George Agethen about the initial motivation to buy the company and Ivanhoe’s plans going forward Read More
Time to Take Risk off the Table Asset Allocation & Strategy, Private Wealth With the steep rise in bond yields in recent months, investors might be able to take some risk off the table, Morgan Stanley’s Alexandre Ventelon says Read More
Climate Investments Need to Quintuple Asset Allocation & Strategy, ESG, Infrastructure Although last year, climate investments matched fossil fuel investments for the first time in history, the level of climate infrastructure investments needs to quintuple to reach net zero by 2050, BlackRock’s Charlie Reid says Last year, for the first time in history, climate infrastructure assets attracted as much capital as new fossil fuel investments. But […] Read More
A Closer Look at Fixed Income Sub Asset Classes Fixed Income & Credit, Opinion In this opinion article, George Lin draws on his extensive experience in fixed income investing and examines the role this asset class plays in portfolio construction Read More
