Australia’s sovereign wealth fund is seeking to raise the value of its credit portfolio by increasing exposure to direct lending and emerging market debt and shifting away from traditional fixed income assets.
Measuring the impact of investments aligned with UN sustainability development goals is something all asset owners are struggling with. However, progress is critical for responsible investing to evolve, says Rob Fowler, former head of investment execution at HESTA.
There’s always a flight to quality when there are stresses in the market and at this point in the cycle institutional investors should focus on the quality of market and the quality of real estate, says JP Morgan Asset Management's Ann Cole.
The PRI will announce the winners of its inaugural awards in September. The awards are one of two new initiatives aimed at showcasing leadership and increasing accountability as part of its Blueprint for responsible investment.
Ron Temple, head of US equities at Lazard Asset Management, predicts the strong bull run will continue but sees protectionism, and escalating tariffs from a trade war between the US and China, as a lurking danger.