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.
A geostrategic standoff between the US and China over AI would be “extremely damaging for capital owners” according to the Future Fund, Australia’s A$337 billion ($237 billion) sovereign wealth fund, which outlined four “secular scenarios” around AI and its investment implications.
When Telstra Super noticed a mismatch between global uncertainty and a key volatility index, external managers provided insights that led to good decisions and strengthened partnerships.
Will long-term GDP growth behave like bacteria in a petri dish or rabbits on a deserted island? The answer has implications for investors attempting to construct sustainable portfolios.
OPERS’ successful formula continues to prioritise traditional investment – with passive strategies in equities and bonds – over private markets and active, skills-based approaches.
The new head of Sweden’s AP4, Niklas Ekvall, is seeking opportunities in emerging-market debt and alternative assets, while looking to expand on an already lauded ESG integration.
A good investor must be proactive in determining the fee structure and legal terms in a fund’s documents. Funds that fail to get interests properly aligned on such issues will pay a price.
OPTrust CIO James C. Davis discusses the fund’s member-driven investment philosophy and how it is transforming OPTrust into a pension-management organisation focused on remaining fully funded.
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