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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Warnings increase as rising rates puts LDI under strain
The number of warning voices increases as rising interest rates puts pressure on LDI strategies, forcing more pension funds to sell assets to maintain leverage levels.
NEST comes of age
The fast-growing UK DC fund, NEST, is reviewing its objectives and so how it allocates assets. Amanda White spoke to deputy CIO, Elizabeth Fernando about the implications for investments.
‘ESG’ strikes a nerve, why it shouldn’t
Dave Zellner, chief investment officer of Wespath Benefits and Investments, directly addresses the recent anti-ESG narrative, explaining Wespath's approach which means no political affiliation but assessing the risks and opportunities related to ESG factors.
Denmark’s Sampension: Liquid markets signpost illiquid dangers
Investors are piling into alternatives to escape low returns in liquid markets. But Henrik Olejasz Larsen, CIO of Denmark's Sampension, warns liquid markets signpost trouble ahead in alternatives, especially private equity.
What’s in a name?
Wrangles about ESG herald a time to step up on sustainable investing, not an excuse to give up argues Roger Urwin.
PGB talks private equity fees as Dutch funds feel the squeeze
Dutch funds are feeling the squeeze of private equity fees, especially as beneficiaries face a cost of living crisis. Pensioenfonds PGB spends less on fees than others but CEO Harold Clijsen questions the options open to investors.
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