Investing in Global Champions Equities, Innovation, Webinars How can investors navigate global equity markets during this volatile period? What does this mean for globalisation and for long-term investors? Jonathan Knowles shared his perspectives on medical innovation in the context of COVID-19. Read More
Ping An on Factors in China Chief Investment Officers, Emerging Markets, Equities, Factors, Quant & Systematic The Chinese stock market is driven by different quantitative factors than those in the US and Europe, Ping An China Asset Management (Hong Kong) Deputy CIO said. Steve Zhang speaks to us about the companies quant and machine learning strategies. Read More
VFMC Appoints Head of Portfolio Management Asset Owners VFMC has appointed former State Super CIO Gary Gabriel as Head of the Portfolio Management Group within the fund’s Investment Team. Read More
WTW Adopts Diversity Scores ESG, Women in Finance Willis Towers Watson has introduced new inclusion and diversity scores to assess progress among asset managers and sets itself targets to discover best-in-class managers. Read More
Adaptability in Real Estate Real Estate, Women in Finance Each property cycle throws up its own opportunities, and the post-COVID cycle could be a period of great opportunity, Mary Power, principal consultant with JANA says. She sees adaptability as the key. Read More
The Case for Active Engagement Equities, ESG, Women in Finance ESG should not be applied as a blanket screen to simply weed out poorly rated companies, but should be managed actively, where engagement can lead the way to improvements and ultimately to a repricing of a company, Aberdeen Standard Investments says. Read More
Future Fund Concerned about the Future Asset Owners, Financial Crisis The Future Fund is concerned about the medium to long-term outlook for investments as the coronavirus pandemic has accelerated and exacerbated existing vulnerabilities and trends within the global political landscape and financial markets. Read More
Women in Finance Asset Owners, Guides, Women in Finance This guide to Women in Finance highlights the achievements of senior female investment professionals and we hope it inspires a new generation to follow in their footsteps. Read More
Changing Landscape of EM Small Caps Emerging Markets, Equities Emerging market small caps are increasingly professionalising, attracting more experienced management teams who are able to improve margins, cut costs and allocate capital better. We talk to Jerry Zhang and Prashant Paroda of Wells Fargo about the drivers behind this trend. Read More