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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Future Fund: AI world order defined by US-China split will hurt capital owners

Future Fund: AI world order defined by US-China split will hurt capital owners

A geostrategic standoff between the US and China over AI would be “extremely damaging for capital owners” according to the Future Fund, Australia’s A$337 billion ($237 billion) sovereign wealth fund, which outlined four “secular scenarios” around AI and its investment implications.

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PSP addresses low growth, low returns

One of Canada’s largest pension funds, PSP Investments, is addressing low growth and low returns by pursuing platforms and private debt in the race to create new investment opportunities.

Warren Buffett’s excellent adventure

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Ditch managers, invest in corporate America

Warren Buffett says although outstanding managers are invaluable, the net result of hiring professional management is a minus. “More money is made in Wall Street through salesmanship than investment ability”.

Church of England ups ante in ethical drive

Now responsible for implementation of the Church of England’s Ethical Investment Advisory Group recommendations, Edward Mason has only just begun to push the church’s brand of responsible investment and increasingly bold ethical purpose.

PRI signatories to set priorities

PRI’s draft 10-year responsible investment blueprint will address desirable characteristics, drivers of change, and risks and opportunities within the financial system. Feedback from signatories will set priorities for the next decade.

RI integral to fiduciary responsibility

Investors, including ABP and EAPF, outline how they are putting their money where their mouth is with clear action plans to de-carbonise their portfolios and push for policy action on climate.

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