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.
Impact investing’s case for scale
Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.
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60/40 may be ‘flipped around’ as fixed income appeal rises
After more than a decade of high-priced bonds, fixed income is now compensating investors more than many asset classes, argued Raymond Sagayam, chief investment officer, fixed income at Pictet Asset Management in the United Kingdom.
Machines can now detect when bullish executives doubt their own words
Three major trends have converged to drive growing appeal in new alternative data classes of quantitative investing, according to a leading quant researcher. “Quants like us who were in the right place at the right time in history can take advantage of the confluence of these three major secular trends,” said Mike Chen, head of
Recession is a lot more likely than markets are expecting
A slight moderation in inflation statistics, and a rising belief that growth is more durable than expected, has lulled markets into a false sense of security, according to senior portfolio strategist Phil Dobrin at American investment management firm Bridgewater Associates. Markets are now changing their prices and discounting a future that is at odds with
Re-shoring is a fad, services exports will drive Asia to new heights
There is no such thing as deglobalisation, and the reshaping of global trade amidst increasing protectionism is simply globalisation taking a different form, according to the chief economist at the asset management arm of two-century-old Swiss bank Pictet.
Sweden’s AP Funds emphasise the long-term as returns take a hit
This time last year, Sweden’s four buffer funds reported the best returns in their history. Fast forward 12 months, and the four funds have posted losses thanks to allocations to equities and fixed income dragging their portfolios down.
Tech focus: How Canada’s BCI created a centralized trading framework
Canada's BCI, the $211.1 billion asset manager, has transitioned to an active in-house global asset manager requiring robust systems, processes and specialised expertise. A recent White Paper explains how the process has led the investor to build a value-added, modern centralized trading framework.
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