The shift to a green economy can spur innovation and prosperity if we change the quality of growthIt is clear: we are living beyond our planet’s limits. Unless we change something, the consequences will be dire. Should that something be our focus on economic growth?The climate emergency represents the most salient risk we face and we are already getting a glimpse of the costs. And in “we”, I…
A handful of trends in commercial real estate leasing will dominate the new year, and are worth watching. The pandemic has spurred each of them in some way, but 2021 will bring new twists, even as COVID (hopefully) recedes. Coworking is not dead. It seemed that WeWork‘s disastrous IPO attempt in late 2019 and the […]
Sustainable allocations to double in next five years, finds BlackRock Submitted 03/12/2020 - 9:40am Investors plan to double their allocations to sustainable products over the next five years, according to BlackRock’s Global Client Sustainable Investing Survey, which finds that the pandemic has accelerated investor demand. One fifth of those surveyed said that the pandemic would actually…
The U.K. government granted emergency use authorization to the COVID-19 vaccine being developed by Pfizer Inc. and German partner BioNTech SE with some fanfare on Wednesday, but experts cautioned that the news does not mean the pandemic is close to being over.
Private equity continues to lead pensions’ private markets commitments Submitted 03/12/2020 - 9:32am Public pensions in the United States, United Kingdom and Canada tracked by eVestment continue to favour private equity investments over other private markets investment options, according to the latest eVestment Private Markets Monitor covering October 2020. For October, these pensions…
This is a summary of links featured on Quantocracy on Wednesday, 12/02/2020. To see our most recent links, visit the Quant Mashup. Read on readers! What Comes After a Dead Cat Bounce? [Quant Rocket] What happens after stocks suffer large one-day losses? This post finds that the proverbial "dead cat bounce" occurs overnight and is […] The post Quantocracy’s Daily Wrap for 12/02/2020 appeared…
Joshua Pond looks at the long-lasting effects of the Covid-19 pandemic from the perspective of pension fund investments in his latest article for Professional Adviser
Stock Valuations Surpass 1929 Levels Tyler Durden Thu, 12/03/2020 - 15:20 As DB's Jim Reid wrote in his Wednesday chart of the day, "one chart that I’ve used in various forms ever since I read "Irrational Exuberance" by Robert J. Shiller back in March 2000 is the S&P 500 CAPE ratio of the S&P 500. This is the cyclically adjusted P/E by looking at 10 years of earnings not the current.…
The following is an extract from IHS Markit's latest Week Ahead Economic Preview. For the full report (including Special Reports) please click on the link at the bottom of the article.Download full report
Monetary policy meetings in the Eurozone, Brazil and Canada
What is the expected return on private equity? Not at the deal level, but in terms of the return on the underlyings for which actual market prices are not available? That is a tricky empirical question because, after all since we know that actual market prices are not available! AfterRead More
The Bitcoin’s 3rd halving was the most anticipated event this year. This a moment when a reward for all Bitcoin block miners is cut by half. It happens every 4 years or every 210,000 blocks on the Bitcoin blockchain. The previous two halving events took place in 2012 and 2016, respectively. Before the 1st halving, […]
Keep Your Wits About You: Inflation Creeping In Tyler Durden Tue, 12/01/2020 - 18:25 Bleakley Advisor Group CIO Peter Boockvar joins senior editor Ash Bennington to discuss a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds. Boockvar reviews this year’s market trends and dissects the latest ISM manufacturing data, pointing out reports…
After much debate, the OPEC+ group has finally reached an agreement on oil production for next year. Or at least for January. OPEC+ will, as a group, add in 500,000 barrels per day in January to its oil production quotas, which currently calls for a production cut of 7.7 million bpd. The total production cut in January will now just 7.2 million bpd. Future assigned quotas could rise or fall, and…