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.
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.
CEO-Investor Forums are bringing together chief executives and shareholders focused on the long term. Five simple strategies can help CEOs share their story at these events.
When investors know how companies strategically manage and organise people, they can make better decisions. In the ongoing digital disruption, investors need such information more than ever.
Australia’s Statewide Super is a top performer under Con Michalakis who embraces absolute returns and active managers while fighting against what he sees as the greatest risk of all, complacency.
The common refrain from limited partner investors is that they can’t access ‘top-tier’ VC funds, so they avoid them entirely. A look at the data reveals whether this belief is fact or fiction.
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The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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