Claudia Guest

Todd Ruppert in conversation with serial entrepreneur and technology investor, Joe Lonsdale.

This week marks the rather grim milestone of a year since the World Health Organisation declared the COVID-19 spread a global pandemic. But with vaccines being rolled out and lockdown easing, we might be glimpsing the light at the end of the tunnel. The big question remains: what will the world look like when lockdown is over?

Should we be thinking about investment differently in 2021? Certainly, there appears to be cause for challenge of current thinking on inflation rates and the rise of China in the new world order.

2020 was by just about any measure, unprecedented. Market volatility, regulatory change and the need to make decisions quickly – but largely remotely – put more emphasis than ever on dynamic and effective decision-making in pension investment committees. It was a true test of robust governance.

The big macro changes that have taken place over the last year require a rethink and action from investment professionals.