In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Amara Haqqani, director, insights and strategy at Milliman, about grassroots conversations about stopping the super guarantee, the industry’s Copernican moment of kicking product to the kerb, and what the real black swan event has been for super during the Coronavirus crisis.
Amara Haqqani: Super in 2020 – Copernicus, Warren Buffet’s swimming naked, and pitchforks in the street
Why sustainability pays for US timberland manager RMS
Alabama-based timber manager RMS has developed its own index to measure biodiversity in its forests. The move is in response to a jump in the number of asset owners asking biodiversity questions.
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Newton Investment Management
Newton Investment Management is a global investment management firm, providing, in partnership with its parent company BNY Mellon Investment Management, a focused range of investment strategies to public funds, corporations, and individuals.
Prof Rob Hyndman: Forecasting COVID, time-series, and why causality doesnt matter as much as you think.
We speak to Prof Rob Hyndman about the ideas around forecasting, COVID19, and why causality doesn't matter as much as it should.
Embrace a systems framework
COVID-19 has revealed some fundamental design flaws in our global economy, including the relentless pursuit of economic growth - not only at the expense of the environment but also at the expense of people. The investment industry has a role to play in fixing these design flaws. A systems framework for investing could be the answer.
Dislocated credit market opportunities
Credit opportunities within long-only fixed income, hedge funds and private markets are broad and likely to expand as the economic impact of COVID-19 is reflected in corporate earnings and balance sheets. This type of environment has historically led to investment opportunities for long-term investors across the credit spectrum. Investors seeking to benefit from credit dislocation should ensure that suitable portfolio allocations are in place.
Igor Halperin: On the application of reinforcement learning in Finance
Fantastic conversation with Igor Halperin around the application of reinforcement learning into forecasting problem, and the limits to data and understanding the world.
Building back better
For the economic recovery from the COVID-19 crisis to be durable and resilient, a return to ‘business as usual’ and environmentally destructive investment patterns and activities must be avoided. To avoid this, economic recovery packages should be designed to “build back better”.
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