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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Fiduciary Investors Symposium 2021: Day 1

Watch day one of the Fiduciary Investors Digital event like it’s a live stream. All the action and all the speakers can be viewed here.

Fiduciary Investors Symposium 2021: Day 2

Watch day two of the Fiduciary Investors Digital event like it’s a live stream. All the action and all the speakers can be viewed here.

Inflation: The question on everyone’s lips

This session takes an indepth look at an issue being discussed around every investment table… inflation. 

Inflation and interest rate expectations: Intensifying risk or a temporary spike?

This session examined the proposition that we are in a “lower for longer” environment, explored whether a reflationary environment will prevail, and determined if growth is around the corner.

Investing in new infrastructure

This session examined how the digitalization of economies and the shift to renewable energy offer potential long-term growth opportunities in infrastructure; and how it can play a role in long-term investor portfolios.

Global debt – the impact over the long term

This session examined the growing debt burden, borrowing from the future, and the impact on markets, the economy and asset class returns.

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