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.
Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution
Florida State Board of Administration has built an active credit portfolio spanning public and private markets, CIO Lamar Taylor says the initiative could be the first step in a broader shift away from traditional asset-class investing towards a framework centred on return drivers and risk exposures.
Sort content by
Finding growth in emerging markets
This session argued that investors should look to companies with strong secular growth to find alpha in emerging markets.
Technological innovation – the (investment) world reimagined
What technological tools are investors using in a remote environment including more innovative ways to do due diligence? What behaviours and processes have changed because of COVID and lockdown?
Investor case study: Using AI in investments
Wei Xie explained the OPTrust focus on two subdomains of machine learning - reinforcement learning and uncertainty modelling - and how they can be used together.
Investing in the innovation economy
This session examined the venture capital landscape and how it has changed due to the pandemic.
In conversation with a venture capitalist
Todd Ruppert in conversation with serial entrepreneur and technology investor, Joe Lonsdale.
Investors need to act now on climate
Last week’s Biden Summit marked an important moment in the global battle to combat climate change and has reset the clock on what can be achieved at COP26 this November. But investors should act now to protect value and back the zero-carbon transition.
Leave a Comment
You must be logged in to post a comment.
Login