Fiduciary Investors Series
Coronavirus: Is this the end of globalisation?
A conversation with Stephen Kotkin, Professor in History and International Affairs, Princeton University.
Amanda WhiteMay 10, 2020
Fiduciary Investors Series
Asset Allocation
Investors mull UK equity tilt on Brexit
Senior investment director on Cambridge Associates' global investment research team, Michael Salerno, analyses the impact of Brexit on UK equities, the British pound and tactical asset allocation.
Michael SalernoMarch 27, 2019
Asset Allocation
Geopolitics: portfolio implications
For most investors recognising whether geopolitical tensions are a short term blip, or a long-term systemic shift is key to understanding how those risks inform investment decisions. Amanda White spoke to investors about the impact of geopolitical risk on their portfolios.
Amanda WhiteMarch 21, 2019
FIS Stanford 2018
China’s enticing, challenging 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.
Sarah RundellOctober 12, 2018
Events
IFSWF marks rise of protectionism
As the International Forum of Sovereign Wealth Funds’ Santiago Principles turn 10, the executive director of the State Oil Fund of Azerbaijan says threats to the free flow of capital loom.
Amanda WhiteSeptember 20, 2018
FIS Digital – June 2020
Kotkin weighs in on geopolitical risks
Global tensions are an important consideration in decision-making. At a recent roundtable, geopolitical expert professor Stephen Kotkin discussed the risks related to China and the US.
Amanda WhiteJuly 5, 2018