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.
We live in a time of nomadic professionalism, when leading effectively is less about standing out and more about having the courage to embrace many organisational cultures.
Panellists discuss what drives transformational change, the obstacles asset owners face when instituting it in their culture or operating models – and the benefits of getting it right.
Canada’s fully funded Colleges of Applied Arts and Technology Pension Fund will move 15 per cent of its assets from public equities to real assets and private equity, following a review.
Hermes chief executive tells fiduciary investors that success should include helping create a sustainable world; otherwise, they’d be better off investing people’s money in top poker players.
A panel tells delegates that asset managers need to make the shift from using IT to support back-office functions to applying it in their fundamental investment decision-making.
There is a European risk premium investors can access, the executive director of the Fonds de Réserve pour les Retraites said at the opening of the Fiduciary Investors Symposium, at INSEAD.
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