Anthony Tockar: Data ethics and the AI arms race

I chat with Anthony, Director at Verge Labs, on the open-source revolution, how we should frame the conversation around ethics and potentially optimistic viewpoint as artificial intelligence evolves.

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.

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Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.

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UTAM favours equities, private credit

The University of Toronto Asset Management Corporation adopts passive moves into US equities, active allocations to international shares and select opportunities in private credit markets.

Real factors, and how to use them

Factor investing has become a topic du jour, but according to four experts, there are only a handful of factors that are persistent and robust. If used strategically, these can be useful.

Ford Foundation seeks social returns

The Ford Foundation has committed $1 billion over 10 years to mission-related investment strategies that earn financial and social returns, challenging others to adopt the same approach.

No sustainable growth from Trump tweets

US President Trump’s Twitter outbursts can have a big temporary impact on markets, but longer-term results are driven by economic fundamentals, State Street Global Advisors’ Dan Farley says.

Norges’ 1-stop shop for risk data

Norway’s Norges Bank Investment Management has developed a one-stop shop that puts sustainability and financial risks in one place for more comprehensive analysis of its portfolio.

Investments challenge Saudi insurers

Saudi Arabian insurance companies must navigate a tiny bond pool, tight regulations and a volatile equities universe when looking to make local investments.

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