I speak to Matt about his wonderful collection of old (retro?) computers but also all about the challenges of defining an ethical framework for algorithms, and what we can do to understand this tricky area.
The twin forces rewriting the rules of investing
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
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Israel joins European standouts with highest rating in Mercer pension index
For the third consecutive year the retirement income systems of The Netherlands, Iceland and Denmark were given the highest rating in the Mercer CFA Institute Global Pension index, with Israel also joining the top rank this year.
France’s ERAFP builds out private credit after lengthy manager selection
France's ERAFP has just boosted its allocation to private credit after a lengthy manager selection process, renewing and building out existing mandates in a €8 billion allocation begun in 2009.
How large would you like your climate risk to be?
Tim Hodgson, co-founder of the Thinking Ahead Institute at WTW, explores the possible consequences of breaching planetary boundaries and triggering systemic risk.
Dutch, British and Australian funds latest to back timberland
Investors are hunting forestry assets because they combines a large-scale sustainable investment with compelling risk-adjusted, inflation proof returns and diversification. Funds like Nest, APG and AP2 explain their approach.
ADIA: Active management, sharper internal processes pay off
Restructuring its internal processes has reshaped ADIA’s investment approach and highlights opportunities in active investment ahead.
Emerging markets investors have long ‘mispriced’ risk: Kotkin
Escalating diplomatic “disillusionment” surrounding the US-China relationship has made investors think twice about exposure to the world’s second-largest economy. Geopolitics expert Stephen Kotkin said China may still be attractive to investors, if they understand the complexities of domestic Chinese politics – and ensure they are paid a hefty risk premium.
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