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.
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
OTPP has re-imagined the office with its new downtown Toronto headquarters. George Konidis explains how the premises will help attract top talent and support a new kind of working and collaboration.
As AIMCo prepares to beef up its private credit team in New York, CIO Marlene Puffer explains how she plans to scale the allocation, as well as describing a new total portfolio approach to private markets, and the investor's new approach to risk management.
Brunel Pension Partnership has introduced AI in its stewardship processes, and is working with other asset owners to put more pressure on asset managers to align with its climate demands.
Opportunity in China, risk aversion in fixed income as spreads remain tight, and turning up the volume in private equity: Alaska Permanent Fund Corporation's Marcus Frampton talks latest strategy at the $82 billion fund.
The £26 billion ($33 billion) People’s Pension, one of the largest master trust workplace pensions in the UK and forecast to reach £50 billion assets under management in the next five years, is modelling itself on Australia's super funds.
The investment committee at the $94 billion State Teachers Retirement System of Ohio (STRS Ohio) has narrowly voted to block bonuses to investment staff.
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