Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.
Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.
Investors are asking a lot from private assets as traditional asset classes look stretched. We find out if they can deliver.
A growing number of investors believe an extended equity market correction may be coming. We discuss the benefits and drawbacks of a range of techniques available to mitigate losses.
Over the next 30 years, the world’s energy system will shift from one based on fossil fuels to one dominated by renewable electricity. We examine the investment opportunity.
Passive corporate bond investors could face significant losses when the next economic downturn hits. Active managers, however, have more flexibility and should be able to manage these risks more efficiently.