This edition of Quarterly ideas Exchange (“QiX”) includes: the latest Global Markets Overview, inclusion and diversity questions to ask your asset manager, private equity and inflation, navigating climate change and defined contributions, our latest episode of PODfolio and the world’s largest pension funds report 2022 from the Thinking Ahead Institute.
01
In our latest Global Markets Overview, we explore global currency volatility and its impact on portfolios.
02
Inclusion and diversity are critical considerations in any investment decision, but do you know what those concepts mean to your asset manager?
03
This past quarter, we experienced market environments never before seen by many in the industry. Explore the impact of inflation and how private equity investors can respond.
04
Climate change is already impacting investment markets and this will only increase. How is this impacting your members’ journey to retirement? How can you help them to the destination reliably and on time?
05
Addressing sustainability one aspect at a time risks undoing progress already made. We draw on strategic inspiration from a Rubik’s Cube to avoid sustainability pitfalls.
06
The annual study of the global top 300 pensions funds highlighted high-level trends in the industry and provides information on how the characteristics of these funds have changed.
