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.
Now is not the time to reduce risk, argues Henrik Olejasz Larsen, chief investment officer of Sampension, Denmark’s $50 billion pension fund for public and private sector employees. In an interview with Top1000funds.com, he says corporate profits have not deteriorated, and although the market has been tested from multiple directions, the underlying optimism driving equities is strong enough to overrule the negative impact of geopolitical risk.
This research insight by MSCI, shows global small caps still exhibit distinct characteristics that provide opportunities for portfolio diversification and active management. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The intelligent investor, managing director of Bedlam Asset Management, Jonathan Compton, says will look forward not back. Instead of reporting on the rescue of those countries already defaulting, he believes Belgium could be the next nation to default.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The world’s largest institutional investors are increasingly building their own home-region private equity programs, but turning to fund-of-funds for the rest of the world particularly when it comes to Asia, says a Hong Kong-based partner of the first fund-of funds to ever build a product covering that region.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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There is room for more innovation in funds management, says chief executive of PanAgora Asset Management, Eric Sorensen, who believes being different is critical to success.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Sovereign wealth funds have captured the imagination of investment professionals and politicians alike over the past few years. Perhaps because of the large sums of money at their disposal, there has been a degree of wariness about the intentions of some. Most, after all, are controlled by governments.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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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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