Donald Trump’s next appointee as the Federal Reserve chair will be a defining moment for global investors, potentially escalating current market caution into a widespread exit from US assets, warns leading Stanford economist and finance academic Ross Levine. He outlines how the choice would impact the US debt and currency.
The State of Wisconsin Investment Board’s head of real estate Jason Rothenberg shares his views on how to address the enduring challenges for office investors. It involves a building-by-building investment approach to avoid assets at risk of conversion or demolition.
APG Asset Management, Europe’s largest pension investor, is set to double its global infrastructure allocation in the next five years and is stepping up its push into infrastructure assets in the Asia Pacific with a focus on Australia, India and Southeast Asia and opportunistic investments in Japan and Korea.
British Columbia Investment Management Corporation has been investing in private debt since 2018. Global head of public markets Daniel Garant, whose team oversees private debt, articulates the secrets of success at a time of fierce competition for returns as more investors pile into the asset class, tightening credit spreads.
Much is written extolling the investor opportunities inherent in AI at a time policy makers continue to prioritise deregulation and innovation over safety, but a new report from £34 billion Railpen on the risks AI holds for investors’ portfolio companies provides a valuable reality check.
Reducing exposure to the risk in coal is particularly challenging for South Africa’s $122 billion Government Employees Pension Fund. ESG manager Belaina Negash explains the complexities due to the industry’s tie with the economy and the fund’s transition framework.
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