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.

Sponsored Content

Leave a Comment

Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.

Sort content by

Russell Investment Manager Outlook

The market is no longer undervalued, according to the views of more than 200 funds managers in the September Russell Investment Manager Survey, which among other things found that 54 per cent of managers believe the US equity market is now fairly valued. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Cost vs value: US funds suffer fee creep

The 2009 cost of doing business survey by the Callan Investments Institute found that fees paid by US funds have been increasing on the back of higher allocations to more expensive asset classes and lower allocations to passive investment. Amanda White spoke with Callan’s executive vice president and director of capital market and alternatives research,

Why US funds can drive harder fee bargains

Many US fund sponsors believe they have not received fair value for the fees they paid to investment managers in recent years, a survey by Callan Associates found. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

CEM survey reveals private equity partnership details

CEM Benchmarking has completed a review of the private equity investments of 30 large pension funds globally, with an average of $935 million committed to private equity, revealing detail of their partnership structures, fees, and investment stages, timing and regions, and is now embarking on its first ever risk practices project. mrec4inarticleinline Sponsored Content scnative1

PMT evaluates risk tool kit

Theo Jeurissen, chief investment officer of the Netherlands’ third largest pension fund, the €30 billion ($44 billion) PMT, talks to Kristen Paech about how the fund is re-assessing its risk frameworks post-crisis, and why a low tracking error is the cornerstone of the fund’s investment policy. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

More private equity funds abandoned

Only $38 billion was raised in private equity worldwide in the third quarter of 2009, the lowest level since the fourth quarter of 2003, with the number of fund raisings abandoned more than tripling in a year, according to Preqin. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Previous