The three megatrends are:

1) the normalization of economies from the coronavirus crisis, including Covid-induced macro-economic trends

2) the ongoing search for alternative sources of return

3) the accelerating transition towards a more sustainable economy

Societies across the world are facing a critical challenge says Nuveen

3 more stunning Responsible Asset Owner virtual events in 2022 -

APAC March 23rd 2022
the Americas June 2022
Europe Oct 2022

…….outstanding speaker lists to follow. https://raoglobal.org/register-interest

Why have stock market valuations in the United States varied so much throughout history? Relative to historical benchmarks, are valuations in recent years as extreme as commonly believed? And why have margins also varied so much and why are they near a 100-year high?

COP26 has made it apparent that it is not only the responsibility of governments to solve this issue, but that both individuals and businesses can and must play their part to ensure these targets are met.

In just over a decade, computational power and advances in AI will enable home computers to have as much power as today’s supercomputers, lowering the cost of research, boosting scientific productivity and accelerating discoveries.

An investor’s guide to the year ahead across environmental, social and governance (ESG) factors - including the key themes of deforestation, the just transition and double materiality.

Adoption of ESG principles remains at peak levels:

72% of global investors integrate ESG principles

in their investment approach and decision-making.

Technology transformation will allow new entrants to disrupt key components of the services value chain.

This special report outlines key trends and developments in Asian regions sustainable fixed-income market and provide the context of how these developments should be considered

If the world is to achieve the goals of the Paris Agreement, the international financial architecture needs far stronger coordination under a re-tooled OECD, writes Steve Waygood.

A report by Franklin Templeton says powerful “waves” are sweeping away established assumptions, fundamentally altering the economic, political and public policy foundations for asset prices.

284 new ETF’s and counting. Why the sudden explosion?

China PE/VC provides investors with access to high-growth companies at the earlier stage of their development, with the potential to invest in future leaders long before they list on public exchanges - says Mercer

There is a sizeable group of institutional investors (29%) who have placed greater emphasis on ESG considerations as a result of the Covid-19 pandemic.

Luxembourg currently has a market share of over 30% of ESG / sustainable UCITS in the EU which, for one of the tiniest countries in the world, is a remarkable feat. How & why is it the case?

CalPERS also voted to maintain its current 6.8% discount rate, which had already been decreased over the summer from 7%.

CFA Institute Recruits Industry Partners to Drive Inclusion & Diversity in Asset Management.

Because its success is so closely aligned to ongoing fundamental science, quantum computing is a perfect candidate for a timeline-accelerating discovery that could come at any point.

The Global Climate Partnership Fund primarily supports financial institutions in partner countries in their provision of funding for investment in small and medium sized enterprises and households in the fields of energy efficiency and renewable energies which sounds like an opportunity to me!