I chat with Alexander, CEO at Rebellion Research, on stock selection, portfolio construction and his passion for teaching.
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.
Senior executives from some of the world's largest private market managers gathered in Berlin this month with a collective understanding: managers who move slowly on AI face not just weaker returns but the risk of owning businesses that have been competitively displaced before they can exit.
Intentional and actionable work on DEI is required to bring the investment industry’s talent composition closer to the broader society it serves, experts say.
As he prepares to put more money to work in private markets, New Mexico’s new CIO Michael Shackelford discusses why he is paring back on risk parity and removing private credit hedge funds, and his preference for open-ended funds.
Sustainable investment needs to be defended from external attack as questions are raised about how much change it is actually achieving argues David Wood, director of the Initiative for Responsible Investment at the Harvard Kennedy School.
ADIA is setting up ADIA Labs in another boost to its tech capabilities. Focussing on data science, AI, machine learning and quantum computing, the research unit will help inform global trends set to drive returns in the future like the transition, blockchain, financial inclusion or space.
Sarah Williamson, chief executive of US non-profit organisation FCLTGlobal explains the importance of investment's three 'Rs:' Risk, return, and resilience.
Race, gender, neighbourhood and social capital are among the key factors intersecting to determine how successful children are likely to be as adults, and big organisations can be part of the solution, argues renowned economist Raj Chetty.
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