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.
SEB has restructured its risk factor portfolio and raised the allocation to senior secure loans within its large alternatives portfolio. The changes address rising global uncertainty.
San Bernardino County Employees’ Retirement Association seeks value assets with income and a contract. These qualities help ensure a return, while increasing holdings in cash and alternatives.
Author Satyajit Das, who warned about derivatives before the GFC, says debt levels have turned the whole world into a carry trade and managers need to get close to real income streams.
The first-ever benchmarks for private infrastructure equity and debt investments have been provided by EDHEC Infrastructure, which is releasing hundreds of new indices to end confusing packaging.
A Financial Stability Board task force has released its report on company disclosure of climate risk. Its recommendations include placing responsibility for climate change reporting with boards.
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