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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Public equity manager challenges the case for private

Public equity manager challenges the case for private

Loomis Sayles’ Aziz Hamzaogullari has questioned whether asset allocators are giving private equity more credit than it is worth, saying the case for investing in PE rests on flawed return measurement, hidden risks and high fees and that public equities should be treated with the same “patience” that PE receives.

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Korea fixes on a riskier strategy

The $260 billion National Pension Scheme of Korea plans to double both its international fixed-income and international equities exposures in the next four years. According to Ha-Young Kim, head of institutional networks and communications at the NPS, it is part of a survival plan for the fund for 49 million Koreans. Amanda White reports. mrec4inarticleinline

Mercer boosts capabilities for Asian push

Mercer Investment Consulting has boosted its pan-Asian capabilities by shifting its regional head from Sydney to Singapore and with a plan to expand its Mercer Sentinel implementation unit. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Greece “no problem” for leveraged loan investors: Alcentra

Problems beings faced by banks in Spain, Portugal and Greece should not unduly worry investors in the general leveraged loan market in the UK and Europe, according to at least one experienced fund manager. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Consultants getting active on new ways to pay external managers

A funds management fee which starts from a low base but ratchets up or down annually according to performance since mandate inception has been floated by Mercer as an alternative fee model. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

“Perverse” fall in UK pension liabilities

The pension deficits of UK pension funds actually retreated last month, despite the worst stock market performance since early last year. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Norway’s Norges fund tilts to active

With an enormous portfolio that includes management of 1 per cent of the world’s equities, the NOK2.7 trillion (US$431 billion) Norges Bank Investment Management, recently did a study examining the role of active management. Amanda White spoke to chief strategic relations officer, Dag Dyrdal (pictured). mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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