Gideon Smith: Fundamentals and the golden age for quants

I chat with Gideon, CIO & global head of portfolio
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Highlights video | Stephen Kotkin

Highlights video | Stephen Kotkin

Few forces are reshaping institutional portfolios Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset

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G20 investor group wants reform

Convincing policymakers to reform laws around infrastructure, carbon emissions and other aspects of long-term, sustainable economic growth may not be easy but a G20 group has started the dialogue.

New economy needs big public sector

Widgets are on the wane and disruption is the new normal, creating a need for a larger public sector with more market power, according to the former US Treasury Secretary, Larry Summers.

PRI pushes for just transition

The move to a low-carbon world may leave entire communities stranded if investors don’t incorporate its impact on workers into their climate-change models, the PRI says.

CalSTRS CIO backs long-haul investment

The investment community’s obsession with short-term earnings is detrimental but convincing investors to back the slow, patient money is a tough sell, according to the CIO of one of the largest US pension funds, Chris Ailman, speaking at the annual SASB conference.

Nuance the name of the low carbon game

The £30 billion ($38 billion) Brunel Pension Partnership, the asset pool comprising 10 of the United Kingdom’s local authority pension schemes, is finding significant investment opportunities in private-sector renewables infrastructure.

Climate disclosure a bumpy road

Implementing the recommendations of the Task Force on Climate-related Financial Disclosures is challenging, fortunately some investors are paving the way, a PRI climate conference heard.

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