Gideon Smith: Fundamentals and the golden age for quants

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.

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Rest Super’s selective approach to PE pays off as program comes of age

Rest Super’s selective approach to PE pays off as program comes of age

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.

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Why the COVID crisis is consumer crisis

This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.

Stakeholder capitalism and the test…

This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.

Is the present a predicator of the fut..

This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.

Resilience, diversification and policy

This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.

What will monetary and fiscal policy…

This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.

The global state of democracy

This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.

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