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.
In a high-level exchange between two of the world's largest and most sophisticated asset owners, CPP Investments’ chief executive John Graham shared a leadership lesson with Norges Bank Investment Management chief executive Nicolai Tangen: having an aligned senior team is one of the most critical things a leader can build. The two funds, which are consistently leaders in transparency, also exchanged playbooks on managing bureaucracy at large organisations.
The financial crisis and subsequent fiscal adjustments and deleveraging in developed markets has enhanced the case for emerging market investing, says global investment strategist and specialist in emerging markets at State Street Global Advisors, George Hoguet, but investors are not taking advantage of the complete opportunity set.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The Government of Singapore Investment Corporation (GIC) will continue to increase its allocation to emerging economies and cut back on its exposure to developed markets because of concerns over slowing growth.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The pension thought-leadership mantle held by The Netherlands has been called into question by the new Dutch pension accord, according to commentary in the latest Ambachtsheer Letter, which details perceived design flaws in the accord.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Six candidates have gained election to the advisory council of the UN PRI in a close-fought election that for the first time saw asset managers and service providers included.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
While the US narrowly avoided defaulting on its spiralling debt, concerns about a possible downgrade of the US credit ratings is likely to herald a post-triple A ratings investment world, say fixed-income experts.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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