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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CalPERS’ public and private equity reset shapes performance

CalPERS’ public and private equity reset shapes performance

CalPERS is continuing to reap the benefits of a sweeping overhaul of its public and private equity programs, with the two asset classes, which are the biggest components in the portfolio, powering a 14.8 per cent return for the $637 billion fund in the last reporting period.

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The Sustainability of Sustainability

Mining, waste, and carbon emissions. Is the full life cycle of green tech truly sustainable?

The Rise and Rise of China

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

The digital revolution have investors missed the boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

Stewardship, decarbonization and the energy transition

We explain the role stewardship plays in identifying companies positioned for success amid the energy transition.

How to Invest in an Inflationary Environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

The best of 2021

Looking back over the last year, some of the most popular stories include news of our Global Transparency Benchmark, a collaboration between Top1000funds.com and Toronto-based CEM Benchmarking; an interview with AIMCo's Amit Prakash on restructuring at the fund, and insight into how Bridgewater invests for impact alongside return.

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