Opportunities in Chinese healthcare
Sam Radwan, an expert in China’s healthcare sector, and co-founder of Enhance International a consultancy that advises Chinese insurers, discusses the driving forces behind the sector.
Campbell Harvey: Factor investing beyond the snake oil
I chat with Campbell, Professor of Finance at Duke University, on the future of quantitative finance, academic journals, model fitting and the intellectual fallacies within inference.
Nothing on this podcast is to be considered investment advice or a r
External equity: A worry at Wellcome
The £26.8 billion Wellcome Trust continues to reduce its allocation to external equities managers as the investment committee focuses on currency exposures, ESG and hedge funds,the impact of low interest rates and the position of the credit cycle in 2020.
Australia’s climate emergency
In the midst of the worst bushfires in Australia’s history, CEO of the PRI, Fiona Reynolds, an Australian living in London is calling on investors to play a leading role in encouraging governments to be ambitious in their climate policy.
Why benchmarks matter
The choice of benchmarks is one of the most fundamental decisions that investors make, but the time and respect it gets in the investment process is under-valued according to CIO of Verus Investments, Ian Toner, who explains why investors should care more about benchmark selection.
APG China strategy: In-house with E Fund
APG’s capacity to carry out its own research has meant it is ahead of the curve in allocation millions to its first local currency China fixed income strategy. APG is also setting itself up to be a catalyst for change and aims to set new standards on ESG in China.
