I speak with my a great voice of independent research in London on the topics of using alternative data for FX and macro research for quantitative strategies. We talk a lot about Saeed’s well known work in macro-economics, in FX research, as well as his well known and regarded book.
Silver is the new gold: France’s UMR targets opportunities in ageing economy
French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.
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Funds build resilience with private assets while managing liquidity risks
Global pension funds are increasingly looking to private assets to build resilience, stress testing various scenarios to manage the liquidity risks that come with increasing private market allocations.
Muslim consumers a large, young market neglected by the West
Muslim consumers comprise a young and enormous population, and there is a growing opportunity for startups that cater to their needs, argues one of Asia’s most impressive venture capitalists, Thomas Tsao.
HOOPP eyes bonds as source of incredible return once again
Given current levels in real interest rates, real return bonds (namely Canadian government bonds and US Tips) represent an 'incredible' return compared to the underlying risk, Canada's HOOPP plans to build on its exposure.
Dramatic market changes demand forward-looking risk measures: GIC, MSCI
A future of rising uncertainty demands investors fundamentally re-think the way they assess risk when building resilient portfolios, argued a panel of experts from MSCI and Singapore sovereign wealth fund GIC.
Improved returns ahead as market faces ‘evolution, not revolution’
Markets are facing an “evolution, not a revolution,” and asset returns are likely to improve over the next ten years, despite a range of challenges facing global markets.
SVB collapse reminds us long-term investors, too, can panic – but don’t
"A long-term investor sells when it wants to, not because it has to." This is an especially clear and succinct definition of long-term investing. Long-term investing is about how the institution behaves, not a fixed time period.
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