Future States
The golden age of fixed income is over. That means we have to rethink portfolio management and risk control.
Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?
The author explains why he remains skeptical and has grown cynical about cryptocurrencies.
What is the half-life of financial knowledge and how can professional investors win the race against it?
How can responsible innovation be applied to transform the asset management industry?
Defined-contribution assets will be the epicenter for a coronavirus-driven upward redistribution of equity wealth.
Joachim Klement, CFA, is confident of one post-pandemic forecast: Fewer things will change than we expect.
Our economies are under the stewardship of fund managers with one goal in mind: to maximize fee income, even if it means holding on to impaired assets.
What happens if the tailwinds that have driven returns for ESG investors turn to headwinds?
This is no ordinary recession or depression, and it cannot be measured by ordinary means.