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
Idiosyncrasies of Credit Risk in US Utilities Fixed Income & Credit, Webinars In partnership with Capital Group, [i3] hosted a webinar to discuss US utilities within the global corporate bond sector. Read More
The Importance of Asset Allocation Asset Allocation & Strategy, Asset Owners In the current volatile environment, institutional investors might want to be more hands on in their asset allocation. We talk to CFS’s Jujhar Toki about the dynamic asset allocation process he developed while at CommInsure and his current focus on strategic asset allocation at CFS. Read More
Climate Change is Biggest Market Failure ESG The lack of markets to reflect the true cost of climate change is their biggest failure yet, but investors, regulators and policymakers should work together to get this issue onto companies’ balance sheets, Aviva Investors’ Steve Waygood says. Read More
A Pandemic Review Editorial, Financial Crisis As we reach the 12 month mark since the start of the pandemic in Australia, what are some of the lessons learned and what changes are likely to stick around? We go back to some of the most dramatic shifts of 2020. Read More
Nuances of Australian Private Credit Fixed Income & Credit, Private & Alternative Markets, Webinars In this webinar co-hosted with IFM Investors, we examined the market for local (Australian) private credit, and discuss the portfolio construction considerations for investors. Read More
Equipsuper Takes Over Corporate Plan Asset Owners Equipsuper has merged with yet another fund, adding 5,000 members and just under $1 billion to its assets. 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
China and the Search for Semiconductors Emerging Markets, Equities As semiconductors replace oil as the key commodity in the modern global economy, Wasatch’ Ajay Krishnan says Read More