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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GPIF keen on stewardship

The $1.26 trillion GPIF fulfils stewardship duties by promoting engagement between its external asset managers and investee companies. Fund managers have stepped up their efforts in response.

Board make-up matters

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Post-Brexit uncertainty reigns

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McKinsey: Long game is best play

Calls for a long-term investment focus have lacked a sophisticated metric to back them up – until now. The McKinsey Global Institute has found tangible benefits from shunning short-termism.

Coal pension burns for cash flow

Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.

Vale Steve Ross

Steve Ross was a pioneer of fields such as asset pricing, investment management and corporate finance. His colleagues at MIT and Caltech regarded him as generous and kind.

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