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.
A concentrated bet on fewer, better GP relationships is paying off for one of Australia's largest superannuation funds. Built on selective manager and deal selection rather than a broad roster, the A$112 billion ($78 billion) Rest Super delivered private equity returns more than double the peer average last financial year, as the fund proactively courts top-tier PE firms instead of waiting to be approached.
In the past 12 months the CFA Institute has innovated to adapt to meet member and industry needs. CEO Marg Franklin talks to Amanda White about the benefits of computer-based testing, the CFA's standards around ESG and diversity and its upcoming project around the future of work in the investment industry.
Watch day one of the Fiduciary Investors Digital event like it’s a live stream. All the action and all the speakers can be viewed here.
Watch day two of the Fiduciary Investors Digital event like it’s a live stream. All the action and all the speakers can be viewed here.
This session takes an indepth look at an issue being discussed around every investment table… inflation.
This session examined the proposition that we are in a “lower for longer” environment, explored whether a reflationary environment will prevail, and determined if growth is around the corner.
This session examined how the digitalization of economies and the shift to renewable energy offer potential long-term growth opportunities in infrastructure; and how it can play a role in long-term investor portfolios.
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The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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