Linda Gruendken: Cycling in Cambridge and the randomness of markets

I chat with Linda, the lead scientist from GAM Sys
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Canada places $1.9 trillion pension pool at heart of global capital pitch

Canada places $1.9 trillion pension pool at heart of global capital pitch

Canada will pitch the partnership with its mammoth pension pool as a key drawcard for global capital to invest in the nation, with Prime Minister Mark Carney set to host top brass from asset management giants at the inaugural Canada Investment Summit this week in the hopes of turning the country’s institutional maturity into an investment advantage.

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Asset owners’ role in blended finance

The challenge of matching long-term investing with development needs in emerging and developing countries is discussed by Georg Inderst who suggests it might be time for asset owners to look at their role in blended finance.

Engineering equity return stream: Top-down, bottom-up

The world of zero interest rates presents a number of investment challenges and in our view calls for new ways of thinking in order to create new betas, new alphas, and new ways of constructing portfolios.

New ways to think, work and invest in 2021

As lot happened in 2020 and there are lessons to be learned for all of us. 2021 brings opportunity, if you know where to find it.

The jump in US inflation is here. This is where it may head next

The highly-anticipated jump in U.S. inflation has arrived. While the sustainability of the increase remains open for debate, recent readings have surged and market-based indicators continue to show a surprisingly prolonged increase in inflation expectations.

The inflation conundrum

The prospect of a sharp pick-up in inflationary pressures isbeginning to concern investors. Our historical analysis shedslight on how stocks, bonds and other asset classes behaveduring periods when inflation takes hold.

Economic Transparency means a creditworthy sovereign

Countries that have experienced financial stress frequently lacked the amount of publicly available data that financially healthier nations readily provide.

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