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.
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.
Just because the BlackRock/Barclays Global Investors merger will create a global funds management behemoth – with $3 trillion under management and 9,000 employees in 24 countries – does not mean alpha will come more cheaply. Amanda White spoke to vice chair of BlackRock, Robert Fairbairn, about what the merger means for products, clients and the
In this research report Watson Wyatt asserts the long-term outlook for emerging economies will impact positively on emerging market investments, but it warns that choice of asset class and implementation route are not obvious. The report suggests exposure to the macroeconomic dynamics of emerging markets will be most readily obtained in emerging market equities, debt
It’s time for pension funds to show some leadership on funds management fees, to demonstrate that they are at the top of the food chain – they have the check book. Roger Urwin, global head of investment content for Watson Wyatt Worldwide, believes pension funds have, to a large extent, been captive to the fee
In this paper Joop Huij from the Rotterdam School of Management, Erasmus University and Jeroen Derwall from Tilburg University, School of Economics show the observed relation between portfolio concentration and performance is mostly driven by the breadth of the underlying fund strategies, not just by fund managers’ willingness to take big bets. mrec4inarticleinline Sponsored Content
In the final days of the hedge fund boom, the A$30 billion ($27.8 billion) AustralianSuper stepped up its investigation of the market returns embedded within the alternative strategies. Now, two years and a devastating financial crisis later, the big defined contribution fund has cut back its hedge fund program and begun analysing the true power
Sebastien Page, senior managing director of the portfolio and risk management group at State Street Associates is excited about his upcoming paper “In Defense of Optimization: The Fallacy of 1/N”, which responds to the increasingly popular notion that equal weighted portfolios outperform. He spoke with Amanda White about the “1/N paper”, and how he advises
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