『Fiduciary Investors Series』のカバーアート

Fiduciary Investors Series

Fiduciary Investors Series

著者： Amanda White
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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, act as an advocate for fiduciary capitalism and the power of asset owners to change the nature of the investment industry, including addressing principal/agent and fee problems, stabilising financial markets, and directing capital for the betterment of society and the environment. Like the event series, the podcast series, tackles the challenges long-term investors face in an environment of disruption, and challenges investors to look differently at how they make decisions and allocate capital.© 2026 Amanda White 個人ファイナンス 経済学
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  • Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come

    Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come
    2026/08/03

    China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.

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    27 分
  • Why Asian equities' growth will outlast the AI-driven semiconductor cycle

    Why Asian equities' growth will outlast the AI-driven semiconductor cycle
    2026/05/28

    In the latest episode of the Fiduciary Investors Series, Liao spoke with Top1000funds.com Asia Pacific correspondent Darcy Song on why the convergence of innovation, demographics and improving shareholder returns makes Asian equities an increasingly compelling diversification trade for asset owners navigating a geopolitically fractured world.
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    34 分
  • APAC equities move from tactical to structural buys

    APAC equities move from tactical to structural buys
    2026/03/29

    APAC equities’ 2025 rally has renewed interest, but Franklin Templeton’s Christy Tan says the case is now structural, driven by trade diversification and domestic growth.

    Geopolitics and energy volatility will create divergence, so investors should favour targeted country allocations over broad regional exposure.

    In the podcast with Top1000funds.com, Tan unpacks what this means for portfolio resilience and the region’s outlook.
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    19 分
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