Private equity investors are taking a fresh look at Southeast Asia as the US-China trade war threatens to shake up the global supply chain. Valuations of companies have been rising this year as investors anticipate that manufacturers may shift parts of their production out of China.
Saudi Arabia's sovereign fund has named Andrew Liveris, the former chairman and chief executive of Dow Chemical, as a special adviser, in its highest-profile appointment of any global manufacturing executive.
In part one of the "Distinguished CIO" panel at Trusted Insight's 2018 Machine Learning Summit, chief investment officers from a university endowment and prominent foundations discussed the challenges faced in today's persistent low-return environment, the reason they are avoiding dedicated crypto funds and why they are keeping a close eye on emerging venture hubs around the world. Panelists include Stuart Mason, CIO of the University of Minnesota; Jonathan Hook, CIO of The Harry and Jeanette Weinberg Foundation; and Tim Recker, CIO of The James Irvine Foundation. The panel was recorded on Jun. 14th, 2018 in San Francisco, CA.
The venture capital firm known for early bets on everything from Apple and Google to WhatsApp and Dropbox, is setting a high bar to get into its upcoming global growth fund, $250 million. That's the minimum check size required for limited partners to participate in the fund, which is aiming to raise up to $8 billion.
Carleton College is pleased to name Kelsey Deshler as its new chief investment officer (CIO). Deshler was most recently global head of manager research at BlackRock in New York City. She will relocate to Minnesota and join Carleton in late March.
The Bank for International Settlements (BIS) sees rising debt issuance as potentially destabilizing for global markets, and points to a curious suspect, index funds. The BIS warned that borrowers may be tempted to ignore the interests of their bondholders and take on additional leverage to meet demand from index trackers, according to a report issued.
Isabelle Mateos y Lago, global chief multi-asset strategist at BlackRock Investment Institute, talks about why there's a very strong environment for equities and why inflation is higher in a "healthy way."
Investors may not know how to solve climate change, but low-carbon indexes are growing as a way to start managing the portfolio risks associated with a warming planet, according to Fred Samama, deputy global head of institutional clients at Amundi Asset Management, Europe’s largest asset manager overseeing $1.7 trillion.
A buildup of debt needs to be more closely monitored to ensure it doesn't spark the next financial crisis, according to former Bank of England Governor Mervyn King. "The areas of weakness in the current system are really focused on the amount of debt that exists, not just in the U.S. and U.K. but across the world," he said on Bloomberg Radio.
Isabelle Mateos Y Lago, global chief multi-asset strategist at BlackRock Investment Institute, says Bitcoin isn't investable "at this stage." She discusses the many issues that are associated with bitcoin and why they're still keeping a close eye on it.