Conference partners Aviva offer another great insight on the approach we should think about when taking on today’s investment challenges.

“Music should be an essential part of every analysis.”
Swiss psychiatrist Carl Jung (1875-1961)

No one could have predicted the pandemic but, in hindsight, it would have been wise to consider the chance that something would come along and disrupt the incredible bull market of the previous decade.

Novel methods of devising systematic investment and asset allocation frameworks that are uniquely informed by a new generation of political risk indicators.

The money supply in the US exploded after the shuttering of the economy; however, the former appears to have been completely negated by the deceleration in velocity of money.

Wider economic benefits will accrue from the reduction in the cost of food in the form of increased disposable incomes and from the wealth, jobs, and taxes that come from leading the way in modern food technologies.

Sweden has more discarded phones than people, topping the unenviable league-table of electronic household waste

Historical context, assertive regulations are very much par for the course in the Chinese economy summing up the advice to effectively take a chilled view on the outcomes. But isn’t that what the captain of the Titanic said at the time?

• US inflation is expected to be transitory

• Fed is likely to react late if inflation turns out to be permanent

• Equities remain more attractive than government bonds

The European Central Bank (ECB) has announced a wide-ranging initiative to combat climate change. We argue that the best way to address this challenge is through marketbased capital allocation mechanisms, not monetary policy.

APPROACHES TO SETTING SOCIAL AND ENVIRONMENTAL GOALS FROM GIIN

Financial Conduct Authority (FCA) consults for stronger incentives to encourage more people to seek guidance from Pension Wise

For the person who likes figures and few words. Enjoy!

How asset managers are leveraging regulation to drive value creation

If spending more time at home becomes the norm, how well does this space now fit my lifestyle?

Several methodologies have emerged to define what ‘net zero’ investing means in practice.

The first major assessment from climate experts in nearly a decade predicts no end to rising temperatures before 2050 unless greenhouse gas emissions are slashed. Vulnerable Southeast Asia needs to mount stronger climate defences.

Lockdown measures resulted in a sudden decline in public transport and road infrastructure usage, causing formerly stable revenues to diminish and calling into question transport and utility current operating models.

The key questions at the heart of this debate focus on the ability (or not) of active managers to beat their underlying benchmarks and whether investors should simply abandon active strategies for passive investments. When formulating an investment strategy, this is a debate investors can ill afford to ignore.

Warming greater than the global annual average is being experienced in many land regions and seasons, including two to three times higher in the Arctic.