Placing too much emphasis on buying assets results in leaving money on the table once they divest, says strategist Ervolini.
A growing number of portfolio companies held by Norway’s $1.5 trillion sovereign wealth fund are adopting net-zero targets.
Investors see the U.S. macroeconomic environment at its most encouraging to equities in years, according to S&P Global.
A huge wave of change will create substantial risk and opportunity for institutional investors across geographies, sectors and asset classes.