I chat with John, the founder of Quantopian, on how he got started in quantitative finance, where he sees the industry evolving and how he created a global community of intrinsically motivated coders to create unique solutions to the greatest intellectual game on earth.
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.
Investors should expect more friction between Washington and Beijing over technology and Taiwan in the years ahead, according to Jake Sullivan, former national security advisor to Vice President Biden during the Obama administration. Meanwhile, the rise of middle powers is a geopolitical theme to watch.
Many asset owners have net zero commitments in place, but few of these targets are being met with implementation. In the opening session of Sustainability in Practice at the University of Oxford, delegates discuss how investors should get realistic about net zero.
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.
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.
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.
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
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
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