The challenge around geopolitical risk is determining how sustained or long-lasting any particular risk is. Angela Rodell, CEO of Alaska Permanent sees opportunity in having a view of the world.
In the next of this new regular series, we examine the relationships that evolved as Sweden’s AP2 decided to invest with local managers in China. The story examines the process for choosing and monitoring Chinese managers, and the burgeoning focus on sustainability in that market.
Inefficient markets and an explosion of technological innovation fuelled by Millennial consumers make China a tantalising prospect but accessing strong returns there isn’t as simple as it looks.
A group of institutional investors are collaborating to address the G7 priorities of climate change, gender inequality and the infrastructure gap, agreeing to commit resources and expertise.
A handful of companies halted trading this week, prompting MSCI to drop plans to add them to its emerging markets index as it made the long-awaited inclusion of 229 China-listed stocks.
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