Alexander Fleiss: Humility and mean reversion

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.

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The Austin advantage: Texas Teachers talks optimism, innovation and growth

The Austin advantage: Texas Teachers talks optimism, innovation and growth

Jase Auby, TRS's celebrated CIO, explains why TPA doesn't fit with its culture; why community push back on data centres could turn out to be an investor advantage, and argues the case for continuing to invest in fossil fuels. Top1000funds.com sat down with the CIO in his Austin office for an all-encompassing conversation.

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ADIA infrastructure focuses on renewables, digital

ADIA is increasing its focus on renewables and digital infrastructure as its infrastructure investments mature and a more sector-led strategy is introduced into the planning process according to Karim Mourad, global head of infrastructure at ADIA.

Value creation through decarbonization

A joint report by the International Energy Agency and the Centre for Climate Finance & Investment at Imperial College examines the risk and return proposition in energy transitions. It looks at publicly traded renewable power and fossil fuel companies in advanced and developing economies calculating the total return and annualized volatility of these portfolios over 5 and 10-year periods. 

The energy transition: Why renewables outperform fossil fuels

A joint report by the International Energy Agency and the Centre for Climate Finance & Investment at Imperial College examines the risk and return proposition in energy transitions. It looks at publicly traded renewable power and fossil fuel companies in advanced and developing economies calculating the total return and annualized volatility of these portfolios over 5 and 10-year periods. 

Data, measurement, impact and change

This session examined the regulatory views around the world and the need for global standards for global investors.

Healthy scepticism – the challenges of sustainable investing

This session examined the challenges investors face including ideology, working with boards, culture and scalable investments.

Achieving net zero – the implementation challenge

This session looked at the challenges of implementing those goals in portfolios – what behaviour changes are needed and how do investors allocate?

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