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.
Patrick Groenendijk, chief investment officer of €14-billion ($18-billion) Dutch fund Pensioenfonds Vervoer, seems to be well aware of the value of stability to investors, having striven to find the fund’s ideal fiduciary manager, keep faith in a defensive investment strategy and stay at an arm’s length from government investment initiatives. The Vervoer fund has been
How should pension funds in the United Kingdom best prepare for the government unwinding quantitive easing (QE) and tightening monetary policy? The Bank of England isn’t showing any signs of ending QE just yet, its policy begun in 2009 and designed to stimulate the economy by creating new money to buy government bonds. But QE
Talk of tapering sent markets into occasional spins this summer – with negative reactions even following positive economic signals at times. Should institutional investors be concerned though of a seemingly impending slowdown in quantitative easing? Opinions are split as to whether a potentially damaging crash is on the horizon or investors can largely dismiss the
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