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.
COAERS finds rich pickings in PE secondaries; warns of retail risk
The exit drought and extended holding periods in private equity is causing mounting pain for many LPs. But for Austin-based COAERS, it is providing ample market to pick up bargains in the secondary market. Sarah Rundell spoke to CIO David Kushner.
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Asset owners’ role in blended finance
The challenge of matching long-term investing with development needs in emerging and developing countries is discussed by Georg Inderst who suggests it might be time for asset owners to look at their role in blended finance.
Engineering equity return stream: Top-down, bottom-up
The world of zero interest rates presents a number of investment challenges and in our view calls for new ways of thinking in order to create new betas, new alphas, and new ways of constructing portfolios.
New ways to think, work and invest in 2021
As lot happened in 2020 and there are lessons to be learned for all of us. 2021 brings opportunity, if you know where to find it.
The jump in US inflation is here. This is where it may head next
The highly-anticipated jump in U.S. inflation has arrived. While the sustainability of the increase remains open for debate, recent readings have surged and market-based indicators continue to show a surprisingly prolonged increase in inflation expectations.
The inflation conundrum
The prospect of a sharp pick-up in inflationary pressures isbeginning to concern investors. Our historical analysis shedslight on how stocks, bonds and other asset classes behaveduring periods when inflation takes hold.
Economic Transparency means a creditworthy sovereign
Countries that have experienced financial stress frequently lacked the amount of publicly available data that financially healthier nations readily provide.
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