Siddharth Saravat, Vice President, Economist, Payden & Rygel, writes that media stories are replete with demographic doomsaying. A shortage of workers. A lack of immigration. In some regions, there are too many people. In others, too few children. Aging and the burden of public sector costs. It goes on and on.
PwC Luxembourg’s Frederic Vonner writes that the fight against climate change is a generational undertaking which requires global cooperation and the mobilisation of capital on a scale never before seen.
Benjamin Morton, head of global infrastructure at Cohen & Steers writesthat investors’ search for diversification and inflation protection has put a spotlight on infrastructure, made brighter by massive public investment programs and the accelerating transition to a digitised, decarbonised economy.
Martijn Groot, VP Marketing and Strategy, Alveo, writes that 15th February 2023 proved to be a red-letter day for routine securities trades.
By Jeffrey Palma, head of multi-asset solutions and John Muth, macro
strategist at Cohen & Steers
Dave Hooker, Senior Portfolio Manager, Fixed Income Group, Insight Investment writes that over the months ahead, headlines are likely to focus on moderating rates of inflation and growing hopes that central banks can start to ease monetary policy.
Investment director and head of Multi-Asset at Value Partners, Kelly Chung, shares her latest insights on different asset classes.
Natalie Trevithick, Director and Head of Investment-Grade Credit, Payden & Rygel, writes that the major macro trends that the market is currently focused on are primarily inflation, the employment picture, and US gross domestic product.
Charles White Thomson, CEO at Saxo UK, writes on the cost of living crisis and the importance of sharks.
An overview of investment funds and asset protection in the British Virgin Islands (BVI) and the Cayman Islands from Lishi Fong, managing partner and Henno Boshoff, counsel, Harneys, Singapore
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