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European asset owners are grappling with the “concentration risk” in portfolios towards US technology and AI businesses in the S&P 500
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European asset owners are grappling with the “concentration risk” in portfolios towards US technology and AI businesses in the S&P 500
A combination of Donald Trump’s pestering and nervousness about America’s reliability as an ally - including concern Greenland might follow the fate of Venezuela - has prompted European nations to increase the amount they spend on defence. Does that mean asset owners view defence as an attractive investment opportunity? And could it even be defined as an ESG asset?
As the UK government pushes for pension scheme consolidation, dreaming of economies of scale and a dearth of domestic private investment, we look at the Netherlands and Australia for clues as to what that might look like
Nvidia, which makes the chips which power AI and which is at the forefront of the boom, has seen its share price go up 290 per cent over the past two years, leaving most market indices in the dust. So does that mean a bubble is forming?
Richard Law-Deeks thinks that by 2030 there may be as few as four local government pension scheme pools in England and Wales
Mercer studied 52 countries and found 77 per cent of them impose some sort of investment restriction
As investor attention shifts from carbon emissions to biodiversity, asset owners are advised to consider the investment opportunities in natural capital. Companies that support resource efficiency, zero waste and the circular economy are hailed as attractive investments that both protect the earth’s natural resources and deliver strong returns.
As one of the most newsworthy assets during the past few years, cryptocurrency has gained attention for providing stellar returns but also for suffering steep losses. While crypto asset managers share a positive outlook for digital assets, institutional investors and advisors are less sanguine and more wary.