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
State Super Strengthens AI Governance Asset Owners, Chief Investment Officers, Factors, Quant & Systematic State Super has established an Academic Oversight Body, to ensure good governance of the fund’s activities in machine learning. Read More
Insurers Need to Cast Net Wider Fixed Income & Credit, Opinion It is now more important than ever for insurers to consider how to utilise the reserves backing their regulatory capital requirements and any surplus capital to best support their businesses, Greg Wilkinson, Head of Insurance Strategy at JANA, writes. Read More
PRI Enforces Minimum Requirements ESG The PRI has delisted five organisations, who after two years of engagement still did not make the minimum requirements for responsible investing and reporting. Read More
Vision Super Wants ESG Action Asset Owners, Chief Investment Officers, ESG Vision Super CIO Mike Wyrsch would like asset owners to take the lead on climate change and this means engagement needs to be about more than just conversations. Read More
Courting Controversy in Times of Crisis Equities, Financial Crisis, Women in Finance Every crisis harbours opportunities for those willing to look deeper at the underlying drivers. We talk to MFS Investment Management about some of the most interesting contrarian trades during this pandemic. Read More
ACC Impact Fund Sees Interest Asset Owners, ESG New Zealand’s ACC has seen broad interest from companies that would like to be considered for the new impact fund. Read More
Distressed Cycle Could Be Different Financial Crisis, Fixed Income & Credit, Women in Finance Many fund managers have been raising capital for distressed debt opportunities in anticipation of a spike in defaults. But Bev Durston, Managing Director at alternative assets advisory firm Edgehaven, has some reservations about the scale of the opportunity set out there. Read More
Investing in the Energy Transition ESG, Innovation The transition to renewable energy has gained momentum in recent years as technologies have improved and public opinion has turned against coal. We speak with Aviva Investors to see how asset owners can capitalise on this trend. Read More
