Session recording
Lessons In Consolidating Portfolios In The UK Local Government Pension Scheme
Market dynamics have led to increasing levels of fund consolidation. The process of consolidation is highly time consuming and requires a lot of decision-making. What are the key areas that an investor needs to consider as part of this process?
Session recordingGeopolitics
Lessons In Consolidating Portfolios In The UK Local Government Pension Scheme
Market dynamics have led to increasing levels of fund consolidation. The process of consolidation is highly time consuming and requires a lot of decision-making. What are the key areas that an investor needs to consider as part of this process?
Session recordingGeopolitics
Central Banks, The Fourth Turning and the Endpoint
The US stock market has returned to its previous highs. But has the economy been pushed beyond breaking point in the process?
Session recordingGeopolitics
Trade Wars, Class Wars and the Increasing Global China Tension
China’s economy is vastly complex. Despite Chinese policymakers wanting to increase domestic consumption and reduce the power of state-owned companies, powerful interest groups and incentives are seeking to override these objectives.
Session recordingGeopolitics
The Polarisation Industry: How Can Our Divisions Be Overcome?
Successful societies require competent and compassionate leadership, on the one hand, and social solidarity and trust on the other. How did we end up with excesses of both incompetence and social division?
videoGeopolitics
Mistrust and the ‘polarisation industry’: Kotkin on what’s ailing the US
As the US prepares to elect its leader for the next era, Princeton’s professor Stephen Kotkin highlights the core issues that will need to be addressed in order for a fractured society to regain some semblance of solidarity.
PaperGeopolitics
Is higher global inflation around the corner?
The monetary and fiscal stimulus implemented since the coronavirus erupted has been sizable, and policymakers around the world have acted with unprecedented speed.
PaperGeopolitics
Hockey stick growth in the 2020s
Lionstone expects migration of people and firms to the “Hockey Stick” of America will be a primary characteristic of the 2020s. Millennials are facing many of the same challenges and opportunities their parents, the baby boomers, did, and are expected to make similar quality of life choices.
videoGeopolitics
Closing the gap
Solving today’s global environmental and social problems demands a combination of money, long term thinking and innovation. We believe that the United Nations’ 17 Sustainable Development Goals provide a great framework for addressing these problems. However, the aim is to meet the SDGs in less than ten years the deadline is 2030.
videoGeopolitics
Princeton’s Kotkin sees ‘debt bomb’ ahead
The professor of history and international affairs says governments need to act fast to get people back to work.
PaperGeopolitics
Understanding Chinese distressed debt investment
Even as one of the most compelling opportunity sets in the world, Chinese distressed debt investment remains less understood. In this white paper, ShoreVest seeks to give an overview of this asset class and highlight the intricate know-how that makes it a successful investment.
PaperGeopolitics
Coronavirus: What can we learn from China?
Coronavirus emerged in China, but how has the Chinese government responded, what can we learn from China's experience and how should investors adapt?
PaperGeopolitics
China: Out of lockdown – into recovery
China was the first to experience COVID-19 but it is the first to emerge from lockdown. What does the future hold for China's economy, is there a recovery, and what themes should investors watch out for?
videoGeopolitics
Japan’s big win: Dealing with demographics
There is a lot to be learned from the way Japan's policymakers have tackled the issue of an ageing population, says Robert Tipp, head of global bonds at PGIM Fixed Income.
videoGeopolitics
A ‘Sputnik Moment’ with China?
Stephen Kotkin, Professor in History and International Affairs at Princeton University discusses the changing nature of the complex relationship between the US and China.