The Risk of High Inflation MarketFox US Federal Reserve Chairman Jerome Powell alerted investors to the risk of high and persistent inflation in a recent congressional hearing. MarketFox columnist Daniel Grioli examines what this means for investors. Read More
‘No Bubble in Crypto’ Private & Alternative Markets Digital asset investors don’t believe cryptocurrencies are in a bubble, but they acknowledge Bitcoin’s largest growth is behind it. Read More
Christian Super Next in APRA’s Crosshairs Risk and Regulation APRA has told a second fund, Christian Super, it will need to find a merger partner, only three weeks after it asked another super fund to do the same. Read More
Climate Scenario Analysis for Equities Equities, ESG, Webinars Realistically, energy transition will be uneven across sectors and geographies. Because the politics of climate mitigation varies considerably across the major economies, and abatement opportunities vary significantly across sectors, the transition is likely to proceed at different rates. Read More
ESG Works Differently in Private Equity ESG, Private & Alternative Markets How do you apply ESG to a portfolio without assets? That is a dilemma that investors in private equity face. We speak to LGT Capital Partners’ Tycho Sneyers about the key aspects of ESG implementation in private equity. Read More
Super Funds Eye Residential Property Real Estate Australia’s $9.6-trillion-plus residential market is finally coming onto the radar of large superannuation funds, as a convergence of key economic and social trends help create a more conducive environment in the housing sector for institutional investors Read More
Counting Carbon is Not Enough ESG Investors need to make a clear distinction between the carbon footprint of a company and its susceptibility to risks stemming from a transition to a low carbon economy, Willis Towers Watson says. Read More
Don’t Give Up on ALM: McKinsey Insurance Although it is increasingly complex for insurance companies to match their liabilities, we shouldn’t give up on asset/liability matching just yet, McKinsey says. Read More
Growth of European Private Credit Fixed Income & Credit, Private & Alternative Markets, Webinars The global private credit market is broad and deep, but there are regional differences between the various private credit markets. We delve into the unique characteristics of the European private credit market and assess how the pandemic has affected the sector, Read More
