-
2 weeks ago | 
eurointelligence.com | Jack SMith |Jack Smith |Wolfgang Munchau
The fall in oil price is both dramatic in terms of its scale, and the reasons that lie behind it. This is not only about Donald Trump. As of the morning of April 8th, Brent crude is down to $60.27 a barrel, $19.59 down on the week, and $19.25 on the year to date. In the same time, West Texas Intermediate has gone down to by almost 20%, to $58.38 at market open. Two different factors have triggered the sell-off.
-
Dec 3, 2024 | 
top1000funds.com | Leng Ohlsson |Sarah Rundell |Darcy Song |Jack SMith |Jack Smith
Global defence spending has jumped 18 per cent this year and is on track to reach as high as $3 trillion per annum by 2030, as the globe grapples with the largest number of active conflicts since World War II and a record number of forcibly displaced people. Governments are preparing for a decades-long battle for power that will impact trade, economic policy, and military and defence strategy, according to Simon Henry, managing director and portfolio manager at Wellington Management.
-
Nov 27, 2024 | 
top1000funds.com | Sarah Rundell |Darcy Song |Jack SMith |Jack Smith |Chris Dastoor
Institutional investors who committed to net zero a while back now face a dramatically different world, including Brightwell Pensions which supported its client fund, the BT Pension Scheme (BTPS), to set an ambitious 2035 net-zero goal in 2020. Since then, the world has been shaken by the pandemic and wars, and Brightwell has seen a significant shift in its stakeholder landscape. The asset manager has a different trustee board, and the population has turned sceptical about climate investment.
-
Nov 26, 2024 | 
top1000funds.com | Sarah Rundell |Darcy Song |Jack SMith |Jack Smith |Chris Dastoor
The US is only powerful enough to fight a war on one front and fading US power and military muscle has huge ramifications for the rest of the world.
-
Nov 26, 2024 | 
top1000funds.com | Darcy Song |Jack SMith |Jack Smith |Sarah Rundell |Amanda White
Allocating capital to net zero opportunities doesn’t mean investors are prepared to give to charity. While many fiduciary investors are interested in tapping into the energy-transition mega-theme, or are simply trying to meet their ESG mandates, ultimately the investments have to generate returns for their beneficiaries.
-
Oct 3, 2024 | 
top1000funds.com | Simon Hoyle |Darcy Song |Prashant Mehra |Jack SMith |Jack Smith
Finding ways to accommodate neurodiverse individuals within investment teams could be the key to unlocking better investment performance, as well as bringing the benefits of better collaboration and creativity, the Fiduciary Investors Symposium at Stanford University has heard.
-
Sep 29, 2024 | 
top1000funds.com | Prashant Mehra |Darcy Song |Jack SMith |Jack Smith |Simon Hoyle
Developing long-duration storage and digitisation of the whole energy system remain key challenges as the world struggles to slow the growing impact of climate change. While the global energy transition raises these issues relating to technology, policy and financing, it also represents an enormous economic opportunity as industry races to unlock solutions, Professor Yi Cui, faculty director at Stanford Doer School of Sustainability, told the Fiduciary Investors Symposium at Stanford University.
-
Sep 29, 2024 | 
top1000funds.com | Simon Hoyle |Darcy Song |Jack SMith |Jack Smith
Analyses of the economic impact of artificial intelligence (AI) too often start with a top-down view of economies, industries or businesses, when a more accurate picture of the impact can be gained by examining the individual tasks that are bundled together to form jobs, the Fiduciary Investors Symposium has heard.
-
Sep 29, 2024 | 
top1000funds.com | Prashant Mehra |Jack SMith |Jack Smith |Darcy Song |Simon Hoyle
Investment heads at large global funds are reorganising their portfolios as they look to future-proof against global macro risks on the horizon and take advantage of potential opportunities. Changes in strategies include cutting down on risk, higher allocations to equities and a shift to focusing on absolute returns, the Fiduciary Investors Symposium at Stanford University has heard.
-
Sep 29, 2024 | 
top1000funds.com | Prashant Mehra |Jack SMith |Jack Smith |Darcy Song |Simon Hoyle
The increasing willingness on the part of regulators such as the Federal Reserve to bail out investors at times of crises is reducing the competitive environment in which banks and financial institutions operate, the Fiduciary investors Symposium at Stanford University has heard.
