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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Tech alters infrastructure assets

AI and other advances are making assets like toll bridges more challenging. Opportunities are emerging from privatisation but the days of 'set-and-forget' may be coming to an end.

Looming downturn forces moves

Asset owners are diversifying, cutting costs and allocating assets to low-volatility strategies to put their portfolios in position for difficult times, a high-level panel discussion found.

Bridgewater urges investors to get real

Investors need to face the reality of lower returns and adjust their portfolios accordingly, the co-CIO of hedge-fund giant Bridgewater said.

Steps beyond carbon footprinting

Merely capturing carbon data doesn't do enough to inform asset owners about environmental risk but models and technology are emerging to do the job, the Smith School's Ben Caldecott explains.

Cbus moving raft of assets in-house

Australia’s $34 billion pension fund for the construction industry is moving nearly half of its asset management in-house, starting with active equity and infrastructure.

Call to ‘take a stand’ for workers

UNI Global Union general secretary Philip Jennings implored asset owners to use their influence to help the global workforce, for the sake of the economy, society and their supply chains.

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