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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New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.

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China, emerging markets and the pandemic

The impact of the COVID-19 health and economic crisis is acutely more severe in emerging markets. What will the long-term impact of this be, and could the Renminbi emerge as a safe-haven currency?

Geopolitical risks and uncertainty

What can we learn from history and what it all means for institutional investors?

Investor responses

How are investors tackling the issues of de-globalisation and the impact on their portfolios?

COVID-19: The end of globalisation

What would de-globalisation look like given the interconnectedness and complexity of the economy and what does it mean for investors’ portfolios?

Larry Summers: the future of the world

An intimate Q&A with former Treasury Secretary Larry Summers, President Emeritus and the Charles W. Eliot University Professor of Harvard University.

Investor fireside chat

How are investors positioning portfolios and managing short and-long term risks in the current environment?

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