Amanda White
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Fiduciary Investors Series
The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposiums,…
10 posts · theirs
Lately
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come
Why Asian equities' growth will outlast the AI-driven semiconductor cycle
APAC equities move from tactical to structural buys
IMCO World View: Active strategies, diversification and liquidity focus
Why active managers are mimicking the flaw of passive benchmarks
Stephen Kotkin on regional conflicts, and the one war investors can't price
Blue Owl's James Clarke on navigating private credit's first real cycle
Oregon’s private equity future
CalPERS’ Stephen Gilmore on the total portfolio approach
The world in flux and Trump’s role in a new equilibrium
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