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.
China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.
Migros-Pensionskasse CIO Adrian Ryser says the fund has added to its alpha-generating satellite assets with senior loans and other sub investment-grade credit, high yield and infrastructure.
A body of research demonstrates that a shift in mindset towards asset owners working together, while still maintaining genuinely productive competition, pays off for all stakeholders.
MSCI research has shown that, among top-performing funds, more than half of active returns come from factors, rather than manager skill, and style factors have the biggest impact.
Academics at Switzerland’s University of St. Gallen find that governance is positively related to both excess and risk-adjusted net returns but only marginally related to funds’ asset choices.
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