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.
As sovereign wealth funds continue to grow, some are running into tussles with citizens over particular investments or the purpose of the fund. Transparency and greater engagement can help.
In a move that differentiates it from the herd, the fund for employees of Ericsson, has added active long-only managers for a concentrated equities portfolio of 30-50 shares, shunning passive.
Family dynamics are complex enough. Without simple, straightforward discussions and clarity of mission that resist the allure of complexity, the family office will struggle to achieve its goals.
Dutch fiduciary manager Blue Sky Group must navigate a regulatory environment that demands clarity for trustees as it seeks to add defensive equity in emerging markets and considers private debt.
High management margins and low returns will continue to push owners towards passive investments. But active managers can add value in asset classes that require special expertise or access.
Mark Delaney sees an opportunity to make money from Brexit and a bright side to the tumult of US President Donald Trump.
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