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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Border to Coast hunts strategic partners as private markets set to surge

Border to Coast hunts strategic partners as private markets set to surge

The UK’s LGPS pool, £120 billion ($161 billion) Border to Coast, is hunting for strategic relationships with asset managers and global asset owners as it prepares to invest £40 billion in private markets. Chief executive Rachel Elwell speaks to Top1000funds.com about the fund's approach to finding long-term partnerships in the market.

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USS gets strategic and explores global

Taking over from Peter Moon, chief investment officer of the £27 billion ($44 billion) Universities Superannuation Scheme, Roger Gray is the first new CIO at the fund in 17 years. He speaks with Amanda White about viewing the fund through fresh eyes and his ideas for staffing and investment developments. mrec4inarticleinline Sponsored Content scnative1 scnative2

Blackstone sets up in Shanghai with local fund

The world’s largest buyout firm, Blackstone Group, has set up its first regional renminbi-denominated private equity fund in China. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Hermes plans aggressive global expansion for “boutique of boutiques”

Hermes, the investment management arm of the £28 billion ($45 billion) BT Pension Scheme in the UK, is building a ’boutique of boutiques’ via an aggressive expansion plan that includes lifting funds management teams from the private sector, with the aim of selling its alpha expertise to other pension funds globally from January 1, 2010.

Jeremy Grantham on just desserts and silly markets

The GMO chief argues why honouring Ben Bernanke is similar to saluting the captain of the Titanic, and why making banks that are ‘too big too fail’ even bigger is sheer lunacy, while identifying other instances in which many of the people enjoying financial incentives, rewards and public praise in the US are unworthy recipients.

P8 told to cut developing world’s carbon

Gareth Thomas, Minister of State with the Department for International Development in the United Kingdom, has urged pension funds to help boost private funding for low carbon investments in the developing world, calling on the group of investors at the P8 Summit to consider potential public financing mechanisms emerging from the private sector, including advanced

Recapitalisation and recovery in the REIT market

The REIT market will not consistently outperform the broader equity and fixed income markets has it has done for thepast 20 years, according to this research by Mercer Real Estate Boutique’s David Nix and Michelle Reuter, but there will be pockets of opportunity ripe for stock pickers.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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