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.
Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come
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.
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UK pension funds rue pressure to focus on the short term and group think
A group of investors at FIS Oxford reflect on the pressure to invest in the short term and the dangers of group think. Elsewhere they question if the private sector has capacity to find solutions to the climate emergency
APAC’s mega trends: The investors positioning for the future
APAC is positioned to benefit from some of the most exciting global trends that offer unparalleled investment opportunities. Previous features in this series have focused on the region’s diversification benefits, short-term opportunities, and why active strategies work best. Buckle up for the long-term view.
CPP Investments talks tech: Deployment not innovation; bullish on AI
The evolution, thinking and implementation of technology behind the investment process is a key focus for Jon Webster, CPP Investments chief operating officer. He explains how the fund sees technology as value enhancing, rather than as a cost.
Reckoning on growth: Why tech offers the solution
Daniel Susskind, author of "Growth: A Reckoning" argues that leaning into new technology will allow global economic growth without gobbling up the earth's finite resources.
SWIB develops model to highlight inflation risk
Using a factor model comprising real rates, inflation, growth and liquidity the State of Wisconsin Investment Board has "swapped binoculars for sunglasses" to see a new picture that effectively highlights inflation risk.
DC behemoths open up on cultural and investment growth
Nest and AustralianSuper, the largest defined contribution trust funds in their respective countries, face similar challenges related to growth. The Fiduciary Investors Symposium at the University of Oxford heard how the funds are leaning into their growth challenges from a cultural and investment perspective.
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