Japan’s Structural Awakening
Where to find productivity after 30 years’ slumber, according to Nikko Asset Management’s chief global strategist.
Opinion
Private Fund Advisers Rules in Retrospect: Just Sound and Fury, Signifying Nothing?
Although vacated by a federal court earlier this year, the rules’ themes are still worth consideration
Labor Picture Less Worrisome Than It Appears
As the creator of a key Federal Reserve metric has noted, its use as a recession predictor may not be appropriate.
It’s Time for Endowments to Lead the Finance Industry in Transparent Impact Investing
The co-founder of the Intentional Endowments Network introduces a new assessment, rating and benchmarking framework.
Opportunities Abound at Intersection of Traditional Finance, Digital Assets, Energy
The CIO of Panama’s sovereign wealth fund writes that the push for regulatory clarity and innovation are strong in a ‘dynamic, yet challenging, frontier’ market.
The Impact of Impact Investing: SDGs and ESG
By building a customized portfolio based on ESG and UN SDG principles, investors can have an impact without sacrificing returns.
Lessons on How to Manage Major Systemic Risks
Investors’ thoughts on how system-level investing, focusing on interconnections between stressed, complex systems, can impact portfolio performance and where it can help.
Identify Risk and Opportunity Through Sustainability Data
Enhance investment analysis by integrating ESG performance scores and key issue data.
Transparent Strategies for Sovereign Wealth Funds: Policy Recommendations on Private Equity
The experience of the Norwegian Government Pension Fund Global as a case study.
The End of Easy Money: Institutional Investors and the Private Markets
It will take time for the system to work through what is effectively a liquidity queue.
Geopolitics Operates with Long and Variable Lags
Global financial markets are waking up to the high odds of further supply shocks and trade wars, writes the chief geopolitical strategist from BCA Research.
3 Investing Considerations for Endowments and Foundations for 2024
A Fidelity Investments portfolio manager provides a playbook for those with aggressive investment objectives to help avoid downside this year.
AI Will Revolutionize Private Equity Investing
Artificial intelligence will be able to convert its efficiency advantage over human investors into markedly better returns, per a Columbia Business professor with experience in the business of AI investing.
Can Private Asset Allocations Lead to Privation?
Strategic asset allocation is not static asset allocation; how are investors managing embedded beta risks in private asset portfolios?