I chat with Christina about her experiences starting her own firm dealing with high frequency trading strategies, and her observations about how high frequency strategies have evolved, where they are now, and where they may be going in the future.
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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Border to Coast: The problems with UK private equity
A new report published by the Border to Coast argues private equity fees and a lack of high-quality, UK-focused fund managers targeting the scale-up sector is impeding UK pension funds’ ability to invest in private equity.
Behind China’s ‘nation team’: The sovereign investors holding up the market
As aggressive US “Liberation Day” tariffs weighed on China’s stock market, Beijing rallied its most reliable financial market troops to stop its domestic equities from nosediving. This is the “national team”, a term loosely used to refer to government-affiliated funds including SWFs and state investment arms.
Malaysia’s Khazanah ramps up developed market bets
Malaysia's $34 billion Khazanah Nasional has been increasing its public and private equity exposure to developed markets for the past eight years. CIO Hisham Hamdan chats about the journey and the pivot away from the fund's traditionally emerging markets focus.
More funds consider TPA despite challenges
In January 2020, Roger Urwin laid down a call to action for asset owners and corporations to use the decade to drive greater wellbeing and wealth in the lives of their stakeholders. Now halfway through the decade, he reviews the state of play in this complicated picture.
LGPS Strathclyde invests more in impact; boasts highest funded level ever
LGPS Strathclyde, the £31 billion ($41 billion) pension fund for public sector employees in the Glasgow area is planning to increase its impact allocation to 7.5 per cent, after also celebrating its highest funded level ever.
Stable value at TRS proves ballast in extraordinary times
Texas Teacher Retirement System, the $211.6 billion Austin-based pension fund, has an asset allocation that is built to withstand the “extraordinary times” and adverse climate investors face today. The fund's 21 per cent allocation to stable value to stand the test of recession has proven most robust.
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