I chat with Alex on his experiences across a range of environments, the role of machine learning in Australia’s future and how to best deploy data science in academia and industry.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
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.
Hardly a day goes by without some communication on ESG investing. It seems everyone is getting on the bandwagon. But peers that Paul Bevin speaks to have concerns that virtue may come at a price.
Climate Change 100+, a five-year initiative to help carbon emitters navigate the move to clean energy, has built momentum and needs fund managers and investors to propel it even further.
Convincing policymakers to reform laws around infrastructure, carbon emissions and other aspects of long-term, sustainable economic growth may not be easy but a G20 group has started the dialogue.
Widgets are on the wane and disruption is the new normal, creating a need for a larger public sector with more market power, according to the former US Treasury Secretary, Larry Summers.
The move to a low-carbon world may leave entire communities stranded if investors don’t incorporate its impact on workers into their climate-change models, the PRI says.
The investment community’s obsession with short-term earnings is detrimental but convincing investors to back the slow, patient money is a tough sell, according to the CIO of one of the largest US pension funds, Chris Ailman, speaking at the annual SASB conference.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
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