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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Climate scenario analysis – a unique investment framework
Climate change is one of the defining issues of our age. Its physical manifestations are negatively affecting ecosystems, human health and economic infrastructure. The transition to a zero-carbon economy presents significant challenges, but also opportunities for investors.
Global economic outlook – a strong rebound, but scars will remain
Two forces will drive a strong rebound in the global economy over the next three years: widespread vaccine roll-out allowing a progressive easing of lock-downs, and additional large scale US fiscal stimulus.
Extracting growth alpha in emerging markets
Institutional allocations to emerging markets (EM) equities have increased steadily since the 1980s1, as the asset class has evolved from frontier investment to growth mainstay.
Data, decarbonization and the travel recovery
Three themes driving infrastructure are setting up a potentially strong vintage year, coinciding with stimulus programs focusing attention on the asset class.
Biden infrastructure plan
In this exclusive interview for Truthout, one of the world’s leading progressive economists, Robert Pollin, explains what Biden’s economic plan means for the majority of American people and how it will help create a somewhat fairer tax system.
Selling fast and buying slow: Heuristics and trading performance of institutional investors
Are market experts prone to heuristics, and if so, do they transfer across closely related domains—buying and selling? We investigate this question using a unique dataset of institutional investors with portfolios averaging $573 million.
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