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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GIC evolves TPA in investment framework overhaul centred on economic drivers and flexibility

GIC evolves TPA in investment framework overhaul centred on economic drivers and flexibility

GIC has further refined its total portfolio approach by moving to a strategic portfolio focused on underlying factors that drive returns. Split between equities, fixed income and real assets, the revision means the fund can move more easily between private and public exposures and nimbly between asset classes.

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Impact and measurement

This session will hear from investors on their approaches and the applicability and power of impact investing across both public and private assets.

Integrating ESG

This session will look at how to assess the effect of ESG issues on macro economies and markets and how to engineer a scalable strategic asset allocation that delivers consistent financial performance and is aligned to the UN Sustainable Development Goals.

The path forward – PRI’s 5 year plan

This session outlines how the PRI is calling on the global investor community to help in building back better.

Advocating for the SDGs

The SDGs have a bold ambition to “transform our world” while “leaving no one behind”. Hear from some of the United Nations SDG ambassadors on why they are a universal action plan to end poverty, protect the planet and ensure that all people enjoy peace and prosperity by 2030

Biden win more favourable for markets

A Joe Biden win in the October presidential election in the United States could be more accommodating to financial markets in the longer term despite a likely negative initial reaction, according to Ray Dalio, co-CIO and founder of Bridgewater Associates.

The future of capitalism

A fireside chat with the founder of one of the most successful investment management firms in the world on how capitalism is broken, and importantly how it can be fixed.

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