The COVID-19 crisis of 2020 has offered up investment challenges which have not been seen since the Global Financial Crisis (GFC) of 2008/09, including in the sphere of the currency hedging program. While there have been challenges in currency returns, exchange rate volatility, market depth, and in particular, liquidity management, thankfully this episode has not included a major counterparty default.
This session considers the risks associated with exploring the opportunity set offered by unlisted investments in the developing world.
Robert F. Smith: Software eating the world: private equity, disruption and digitisation of the economy
A discussion on the impact of technology and disruption in today’s economy.