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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Prosperity and preservation

Federated Hermes discusses how the exogeneous shock of the coronavirus pandemic has confirmed the importance of sustainability.

Can we adapt to the new climate normal?

Climate change will test our ability to avoid mortal danger more than ever before. Humanity’s ability to adapt, something we have excelled at, must again come to the fore.

Tackling the climate crisis

As we navigate through the coronavirus and its impacts, we have an opportunity to shape the post-pandemic world so that confronting the climate emergency is an undisputed global priority.

Investing for a sustainable tomorrow

Aberdeen Standard Investments talks climate change: investing for a sustainable tomorrow.

Renewed, recharged and reinforced

Renewed, Recharged and Reinforced: Urgent actions to harmonize and scale sustainable finance (Report of the Global Investors for Sustainable Development Alliance to the European Commission).

The hidden costs of social impacts

Andrew Howard, Head of Sustainable Research, at Schroders, explains the rationale and analysis behind Schroders’ ground-breaking SustainEx tool and how the societal costs it measures could affect future corporate profitability.

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