Linda Gruendken: Cycling in Cambridge and the randomness of markets

I chat with Linda, the lead scientist from GAM Sys
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CalPERS active equity rebuild delivers highest alpha in three decades

CalPERS active equity rebuild delivers highest alpha in three decades

CalPERS’ three-and-a-half-year overhaul of its $242 billion global equities portfolio has delivered the program’s highest alpha in almost three decades, after the pension giant deployed $65 billion back into active strategies and dramatically tightened manager selection.

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The Sustainability of Sustainability

Mining, waste, and carbon emissions. Is the full life cycle of green tech truly sustainable?

The Rise and Rise of China

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

The digital revolution have investors missed the boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

Stewardship, decarbonization and the energy transition

We explain the role stewardship plays in identifying companies positioned for success amid the energy transition.

How to Invest in an Inflationary Environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

The best of 2021

Looking back over the last year, some of the most popular stories include news of our Global Transparency Benchmark, a collaboration between Top1000funds.com and Toronto-based CEM Benchmarking; an interview with AIMCo's Amit Prakash on restructuring at the fund, and insight into how Bridgewater invests for impact alongside return.

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