At a Tipping Point?
Why the social element of ESG could soon be receiving the same level of scrutiny as environmental factors.
OPTrust leads on AI innovation
The C$23 billion Canadian fund OPTrust is using AI to reduce risk in a strategy it hopes to roll out to the wider portfolio. Wei Xie explains the benefits and challenges of machine learning including AI’s ability to identify complex dimensional relationships.
8VC’s Lonsdale on the future of venture
In an interview during FIS Digital 2021 Joe Lonsdale, founder and general partner, 8VC talks about his unique approach to venture investment with Todd Ruppert, chair, INSEAD endowment.
Kotkin on China’s education and human capital challenge
In a presentation on investor risk and opportunity in China Professor Stephen Kotkin argued that unless China can improve its education system, the country will remain in the middle-income trap. Kotkin questioned whether investors might seek growth in Asia outside of China.
Central bank digital currencies: an age-defining shift in the monetary system?
A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?
AIMCo enhances top down strategy function
In October 2020 AIMCo, the C$118 billion Canadian fund appointed its first chief investment strategy officer splitting the investment function between the top down strategy and bottom up implementation responsibilities. Amanda White talks to Amit Prakash about how the new function will add valuable investment insights to clients.
