FIS Stanford 2024
FIS Stanford 2024 Gallery
FIS Stanford 2024
The ‘most momentous’ in living memory: The 2024 US presidential election
Douglas Rivers, chief scientist at pollster YouGov, said data coming out of the current US presidential election confirms significant cultural and demographic shifts that are reshaping the political map. Rivers told the Fiduciary Investors Symposium that the once-popular “demographics is destiny” mantra predicting permanent centre-left majorities has lost meaning in the Trump era.
Aleks VickovichOctober 4, 2024
FIS Stanford 2024
Winds of change blowing through private credit markets
The influx of capital and interest into the private credit market has spawned new managers and offerings, but asset owners are increasingly alert to the fact that not every one of them is built equal, and even tiny losses during the credit cycle can eat significantly into long-term returns.
Darcy SongSeptember 30, 2024
FIS Stanford 2024
Changing geopolitical risks are getting harder to manage – but here’s how
The changing nature of geopolitical risks has made them harder to manage, even though the adversaries to an American-led world order have remained nearly the same over the decades. The Fiduciary Investors Symposium heard a key difference is that everything that happens everywhere is now interconnected.
Prashant MehraSeptember 30, 2024
FIS Stanford 2024
Macro risks, opportunities prompt rethink of portfolios
Investment heads at large global funds are cutting down on risk, making higher allocations to equities and shifting focus to absolute returns as they reorganise portfolios to future-proof against global macro risks on the horizon, and to take advantage of potential opportunities, the Fiduciary Investors Symposium has heard.
Prashant MehraSeptember 30, 2024
FIS Stanford 2024
Nobel laureate advises a different focus on risk to enhance returns
Nobel Prize-winning economist Myron Scholes advises investors to think differently about risk to improve the way it is managed, to help boost returns. He told the Fiduciary Investors Symposium the focus of asset owners should shift from thinking of risk as a constant to considering how risks are changing.
Prashant MehraSeptember 30, 2024
FIS Stanford 2024
Flawed Fed encouraging excessive risk taking
An increasing willingness of regulators 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. It is also encouraging more risky behaviour, and creating a fragile system in the longer run.
Prashant MehraSeptember 30, 2024
FIS Stanford 2024
The trait that will define ‘the California model’, according to CalPERS
Allocation to climate solutions and the ability to generate alpha from that across asset classes are what will define the future “California model”, according to CalPERS managing director of sustainable investment, Peter Cashion.
Darcy SongSeptember 27, 2024
