Companies, tightfisted on payouts since last year’s market wipeout, feel flush now, Credit Suisse says.

For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme. 

The hedge fund honcho, who also has had his duds, combines a composed demeanor under fire and an appetite for enormous risk.