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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Journal 5