Michael Recce: The goldilocks approach to neuroscience, AI and investing

Apologies for the sound here, this interview was recorded using Skype and occasionally the quality drops.

I chat with Michael, Chief Data Scientist at Neuberger Berman, on using alternative data sets to improve insights into portfolios, deep diving into specific companies and industries and how these sets allow us to look at the world in a richer and more immediate fashion than ever before.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activitiy should be undertaken without first seeking qualified and professional advice.

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The ‘space economy’ is a legal and literal vacuum for investors

The ‘space economy’ is a legal and literal vacuum for investors

The looming SpaceX IPO has put the spotlight firmly on the so-called ‘space economy’, but asset owners have been urged to exercise caution about investing in a sector that still resembles the wild west, with no legal or governance framework to protect capital. That’s not to say money will not be made, but it might not be in the areas investors first expect.

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ART looks to digital infrastructure, energy transition for opportunities

The $171 billion (A$260 billion) Australian Retirement Trust, which sets itself apart from its Australian peers with the identifying investment features of lower infrastructure allocations and less internal management, is looking to opportunities in digital infrastructure and the energy transition.

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Arizona State Retirement System will opportunistically increase both US and international public equity exposure in line with its moderately bullish view on public equities and a new strategic asset allocation that targets 44 per cent of AUM in the asset class.

Asset managers inconsistent on labour rights: 2023 proxy voting results

Asset owners collaborating to influence labour rights in investee companies have another string to their bow with the release of the Committee on Workers' Capital report examining large fund manager voting performance.

IMCO explains its key criteria when it comes to investing outside Canada

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UTIMCO gets ready for 2024

The endowment for two major Texan universities is hoping for a soft economic landing but planning for a recession. It is honing a playbook that ensures ongoing liquidity to make distributions, is not over its skis in terms of capital calls and commitments and has the firepower to invest in.

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Through 2024 the power of inter-connection will increasingly shape our investment world. To thrive in this intricate web, embracing systems thinking, recognizing tipping points, and confronting post-truth realities are essential says Roger Urwin.

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