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.
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.
Australia's profit-for-member superannuation funds are leading the industry, but they could do better says Ian Silk, chief executive of AustralianSuper, the country's largest fund.
The $15 billion International Paper corporate pension fund may be on a de-risking glide path, but vice president of investments Robert Hunkeler proves there is still plenty of room for innovation, including portable alpha. All investments are outsourced.
A new study finds no statistical evidence that returns of pension funds that pay performance fees for active investing are significantly higher or lower than the returns of pension funds that don't.
Global head of investment research at Mercer, Deb Clarke, believes that investment opportunities viewed solely through a return-making lens carry additional risk for long-term investors. She explains why.
On International Women’s Day we spoke to Mass PRIM CIO, Michael Trotsky about diversity and inclusion. He was part of the CFA Institute’s diversity and inclusion project and believes the industry is at a perfect inflection point to make inroads into improving its score on diversity.
On International Women’s Day CalSTRS’ CIO, Chris Ailman gives the industry some pointers on how to improve its score on diversity and inclusion. CalSTRS is a diversity leader and has gender parity in its investment team has been a leader on diversity.
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