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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Climate change and infectious diseases

Federated Hermes Nick Spooner explores how climate breakdown will exacerbate infectious diseases, and the steps that companies, investors and governments need to take to mitigate the impacts of the climate crisis and future pandemics.

The Goldilocks crisis

If an overly relaxed world has since slept through a series of environmental alarms, the coronavirus crisis may well be the wake-up call it needs to avert the worst climate change bear scenarios.

The ASI Responsible Investing podcast

Leading ASI’s climate agenda is Eva Cairns, Senior ESG Investment Analyst. She talks on a host of topics, from about her wide-ranging views on responsible investment and her passion in helping address climate change, to why she’s so keen that we all "grow the pie".

Net zero – idle promises

Companies’ pledges of ‘net-zero’ emissions are only meaningful if backed by credible action plans that do not rely heavily on offsetting. Read Aberdeen Standard Investment's report.

Investor risks and opportunities

Watch Aberdeen Standard Investments video on climate change: investor risks and opportunities.

Investing in a changing climate: summary

Our climate is changing. In recent years, we have seen an increase in costly extreme weather events such as storms, wildfires and floods. At the same time, we are living through the hottest years on record. Read Aberdeen Standard Investments paper below. 

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