I chat with Gideon, CIO & global head of portfolio management at Rosenberg Equities, on data playgrounds, hubris and the exciting future for quantitative investing.
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.
The UK’s LGPS pool, £120 billion ($161 billion) Border to Coast, is hunting for strategic relationships with asset managers and global asset owners as it prepares to invest £40 billion in private markets. Chief executive Rachel Elwell speaks to Top1000funds.com about the fund's approach to finding long-term partnerships in the market.
Engagement, stock picking and ensuring every investment team has its own sustainability expertise have been key to integrating ESG at AP4, explains chief executive Niklas Ekvall.
Bloody conflict between Europe’s first and third largest armies is unravelling key European beliefs and will trigger a change in the balance of power between European countries that will reshape the continent, argues celebrated academic Ivan Krastev, Chair, Centre for Liberal Strategies, European Council on Foreign Relations.
In a sweeping discussion at FIS Maastricht, Professor Stephen Kotkin argues that Ukraine still has a long fight ahead, China has learnt economic strangulation and diplomatic coercion are a better strategy than invasion in Taiwan - and the west must invest more in its financial systems, military alliances and society.
Check out all the latest photos from FIS Maastricht. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
APG's Claudia Kruse reflects that the climate emergency, COVID and conflict has put SDG delivery at risk. But the SDGs remain the best roadmap out of crisis and the investor's Asset Owner Platform has become an important tool supporting its quest to invest with impact.
Investors have much to learn from the art world that goes beyond just investing in art for a return, or adorning their office walls with beautiful pictures.
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