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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Infrastructure tailwinds could get boost from $2T Biden plan
The President’s proposal would add fuel to infrastructure themes in clean energy, data growth and an economic recovery, potentially strengthening an already attractive environment for listed infrastructure businesses.
Managing money in an MP3 World
Over the past year, the COVID-19 pandemic has accelerated the shift to a new paradigm for economies and markets, characterized by near-zero interest rates, coordinated monetary and fiscal policy (Monetary Policy 3/MP3), and heightened internal and external conflict.
Stimulus proposal could add fuel to infrastructure tailwinds
Head of Global Infrastructure, Ben Morton shares why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.
The path ahead for global listed infrastructure
Head of Global Infrastructure, Ben Morton shares why 2021 is shaping up to be an attractive vintage year for the asset class.
The case for venture
In 2020, there are 4 very powerful and visible phenomena, the convergence of which is likely to bring tremendous change and disruption, much of which will be at the expense of incumbent business models and with significant investment implications.
Inflation: Short-term aberration or longer-term threat?
The rapidly increasing administration of COVID-19 vaccines, coupled with the imminent flood of fiscal stimulus from the American Rescue Plan Act, has generated widespread expectations that the US economy will boom in the second half of 2021.
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