Jim Creighton: Quant in the 90s and the AI reinvention

I chat with Jim, the former CIO of Barclays Global Investors on the history of quantitative investment, the myths of factor investing, and how machine learning can help solve difficult problems in financial markets. We touch on the future of AI and its use in the broader society – where are the opportunities and where are the potential threats?

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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Silver is the new gold: France’s UMR targets opportunities in ageing economy

Silver is the new gold: France’s UMR targets opportunities in ageing economy

French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.

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China’s pledge to achieve carbon neutrality by 2060

Achieving carbon neutrality by 2060 will require radical changes. Formidable challenges lie ahead, but also investment opportunities with renewables, electric vehicles and energy storage set to benefit.

Net zero infrastructure: A practical roadmap

The challenge for infrastructure asset managers to achieve Net Zero by 2050 is immense. It requires detailed strategic planning, clear interim targets, critical investment, transparent insight and regular reporting, as well as strong leadership and clear governance frameworks.

Net zero America

With a massive, nationwide effort the United States could reach net zero emissions of greenhouse gases by 2050 using existing technology and at costs aligned with historical spending on energy.

The current path of sustainability is not sustainable

Will there be a sustainable politics of sustainability? Professor Stephen Kotkin examined the politics of sustainability and the importance of transparency, measurement and compliance so that greenwashing does not prevail.

Investors should invest – A framework for investing in clean energy and sustainability

This session looked at the opportunities for new investment, the risk/return trade-off and how investors should approach the opportunities.

Case study: decarbonisation in alternatives

This case study examined the approach by one of the world’s leading asset owners to incorporate sustainability, AP4. By implementing measures adapted to the asset class and style of investments, AP4’s team in alternative investments works to both reduce risks and capture opportunities related to the sustainability transformation.

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