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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NBIM’s climate advisory board set to manage climate risk and opportunity
Norges Bank Investment Management has established a new climate advisory board. Carine Smith Ihenacho, chief governance and compliance officer, spoke to Top1000funds.com and explains the task at hand.
Tough choices for PE investors in 2023: MassPRIM battens down
2022 was one of the most challenging years for private equity investment for years. Successful investment in today's volatile and challenging market involves vintage year diversification and steady pacing. And the MassPRIM investment team warns that aggregate headline US private equity valuations doesn’t tell the whole story.
IMCO World View: Decoupling, tech and private markets drive future trends
Many of the certainties investors have taken for granted over the past several decades appear to be fading. In its World View research, Canada's IMCO reflects on the years ahead
Phase down or phase-out: Is there a difference?
The “phase out” or “phase down” of coal use leads us down two different paths with the Thinkin Ahead’s Tim Hodgson arguing that phase out is a choice to save the planet, while phase down is an attempt to save our unsustainable way of life.
The challenge of asset owners top-down bottom-up alignment with managers
For pension funds with a large roster of external managers, balancing the integration of top-down strategy with managers’ bottom-up implementation is one of the most challenging tasks says Mark Walker, CIO of Coal Pension. The key is to ensure external managers truly understand the strategic goals for the allocation.
Utah Retirement Systems: Why ESG is a waste of time
Divestment doesn't work, scope 3 reporting will tie companies in regulatory knots and ESG integration threatens pension funds long term returns and their ability to finance the transition. Utah Retirement Systems' John Skjervem says the only way to solve the climate emergency is to keep investing in fossil fuels.
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