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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Border to Coast hunts strategic partners as private markets set to surge

Border to Coast hunts strategic partners as private markets set to surge

The UK’s LGPS pool, £120 billion ($161 billion) Border to Coast, is hunting for strategic relationships with asset managers and global asset owners as it prepares to invest £40 billion in private markets. Chief executive Rachel Elwell speaks to Top1000funds.com about the fund's approach to finding long-term partnerships in the market.

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Investors find low-carbon opportunities

Leading investors are moving forward on climate change by pouring funds into sustainable investments and applying energy-saving strategies to assets already in their portfolios.

Gore still hopeful about climate change

Former US vice-president Al Gore described the worsening effects of climate change but found hope in the efforts of many governments and the increasing prominence of renewables in the economy.

PRI focused on commitment to task

As the 2018 PRI in Person conference begins, the prospect of recovering fossil fuel prices adds urgency to the organisation’s efforts to expand – and to keep current members on task.

Private capital opportunities grow

It’s been said the “public market is quickly becoming a holding pen for massive sleepy corporations”. This has investors taking more late-stage stakes in private companies as perceived risks ebb.

Hostplus wins with illiquid assets

The $25 billion Australian retirement fund for hospitality workers is able to invest in illiquid assets such as infrastructure due to its young membership. The approach has led to top-ranked returns.

TRS fuels up for energy surge

The $155 billion Teacher Retirement System of Texas is restoring its target allocation to energy, as experts see favourable conditions due to higher US oil production and continued reliance on fossil fuels. This is at odds with other investors divesting from fossil fuels.

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