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.
Dutch pension giant PGGM explained how viewing climate risk through many lenses helped it address uncertainty, while California’s CalPERS discussed its proactive governance with big emitters.
Rocky Mountain Institute co-founder Amory Lovins warned that competition would tip fossil fuels into decline at a ‘breathtaking’ pace. Investors have a duty to act, he said.
The CIO of the $3.5 billion foundation is looking to augment a legacy built on the famous cereal company’s stock by beating most of the US to the punch on adopting AI and machine learning.
Many developing nations are proving resilient in the face of market shocks, thanks in part to improvements to institutional domestic capital markets and more sophisticated legislative frameworks.
The $1.4 billion Fondo de Ahorro de Panamá is set to add a 15 per cent allocation to private equity and alternatives to eliminate some of the risk related to fixed income in its portfolio.
The $43.6 billion Missouri education pension plan is a leader on transparency and costs, parsing out management and performance expenses in its annual report and negotiating less costly mandates.
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