Fantastic conversation with Igor Halperin around the application of reinforcement learning into forecasting problem, and the limits to data and understanding the world.
Impact investing’s case for scale
Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.
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Finland’s VER charts interest rate impact on risk premiums
Now that interest rates have risen by 2-3 percentage points, the key question is whether this rise in rates will be directly reflected in improved overall returns or whether risk premiums will be lower than before. VER's Timo Löyttyniemi explains.
Why venture capital is a better AI play than large-cap equities
Sceptics cautious about the hype surrounding artificial intelligence underestimate the major scientific and civilisational advancements the technology will bring, says former Google Cloud chief scientist Fei Fei Li. She says investors should look beyond household tech names, and explains why Chat GPT-style large language models are just the beginning.
Spotlight turns on West Yorkshire’s hybrid approach to pooling
The UK government has just closed a consultation on LGPS pooling progress and processes that will shine a spotlight on £18 West Yorkshire pension fund's hybrid approach. Championing local investment and regional financial expertise may not be enough to offset pressure to step up pooling.
Balancing Act: Building Private Credit Portfolios
Key Takeaways The growth and maturation of private credit into a $1.9 trillion asset class has led more investors to consider a dedicated portfolio allocation to the asset class. We believe portfolio construction in private credit should consider the underlying return components and ways to diversify types of risks, and not rely solely on mean-variance
The US Inflation Reduction Act Is Driving Clean-Energy Investment One Year
Key Takeaways The US Inflation Reduction Act (IRA), which marked its first anniversary in August, is driving investment in clean energy with a broad range of tax incentives. A total of 280 clean energy projects have been announced across 44 US states in the IRA’s first year, representing $282 billion of investment. Companies discussing the
Forces of Change: Investing in a World of Cyclical and Structural Drivers
Key Takeaways A blend of cyclical fluctuations and structural forces are driving economies and markets. These factors can serve as important reference points to guide investment decisions. To ensure long-term success, we see opportunities for investors to position their portfolios on the right side of structural changes, including higher mean level of interest rates through
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