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.
In 2013, on the sidelines of the Milken Conference at the Beverly Hilton, my friend and then-colleague Sean Scallan and I found ourselves in a seven-minute private conversation with Elon Musk. He was not yet the figure he is today. Tesla was struggling. SpaceX had launched but not yet proven itself. The idea of humans
The number of bond mandates awarded by institutional funds shot up by more than 50 per cent in 2009 as credit markets provided attractive investment opportunities, while the amount of passive allocations made by institutions increased fourfold in the past two years, according to Towers Watson. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
New Zealand’s sovereign wealth fund made a big brave decision in the eye of the storm early last year and introduced a new dynamic asset allocation strategy. The strategy, driven by in-house analysis, involved several large bets on global markets. As Greg Bright reports, the decision seems to have paid off. mrec4inarticleinline Sponsored Content scnative1
The C$69 billion ($66 billion) Alberta Investment Management Corporation (AIMCo) will split its chief executive and chief investment officer roles, with Leo de Bever retaining the chief executive position, while a search is underway for a new CIO. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Norges Bank, the manager of the $456.4 billion (NOK 2,549 billion) Government Pension Fund Global, will integrate considerations of good corporate governance and environmental and social issues into its investment activities under an ambitious new requirement set out by the Ministry of Finance. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The A$66 billion ($58 billion) Australian sovereign wealth fund, the Future Fund, is doubling its allocation to “tangible assets” and will soon make its first allocation to the timberland sub-asset class. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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