The Journal

The research and insight of the Investment Institute is primarily shared through The Journal, now in its fifth year of publication. It includes the Investor’s View profiling the perspectives of global chief investment officers from leading asset allocators around the world.

In our first edition, we analysed the investment landscape five years post the global financial crisis. We then examined the changing dynamics of emerging markets and the significant evolution taking place in China’s onshore capital markets. Our more recent work has explored the concept of building business and portfolio resilience in an age of uncertainty, at a time when sustainability and ESG are becoming more mainstream.

Our current work focuses on the steps that asset owners can take to re-orient capital to the long term. We explore the increasing empirical evidence in support of long-horizon investing but ask: is this easier said than done? How do key stakeholders move from talking about the importance of long-termism to taking action, and securing the benefits of doing so?

We would like to thank the following for their contribution to the creation of this edition of The Journal:

Alida Campbell
Alistair Blevins
Amp London
Ayo Adigun
Charlie Wilson-Vaughan
Elsa Garey
Emma Evans
Esme Porter
Hellocomputer
Zahra Sachak

This document is not for general public distribution. If you are a retail investor and receive it as part of a general circulation, please contact us on +44 (0)207 597 1900.



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The views expressed are as at the date of publication and may no longer be current.

General risks
Past performance is not a reliable indicator of future results. The value of investments, and any income generated from them, can go down as well as up; losses may be made.

Specific risks
Equity investment: Value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. bankruptcy), the owners of their equity rank last in terms of any financial payment from that company.
Investing in China: China may have less developed legal, political, economic and/or other systems. Investment in mainland China may therefore involve a higher risk of financial loss when compared with countries generally regarded as being more developed.
Emerging market: Some countries may have less developed legal, political, economic and/or other systems. These markets carry a higher risk of financial loss than those in countries generally regarded as being more developed.
Real estate: Real estate prices rise and fall in response to a variety of factors, including local, regional and national economic and political conditions, interest rates and tax considerations. Real estate investments can be harder to buy and sell when compared to more liquid investments and as a result can be more volatile.

The content of this journal is intended for professional investors and those with a sophisticated knowledge of financial markets (e.g. financial journalists, academics etc.) and should not be relied upon by anyone else.

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InvestmentInstitute

Journal 5

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