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.
Sort content by
Alpha Decay
Using a novel sample of professional asset managers, we document positive incremental alpha on newly purchased stocks that decays over twelve months.
Positioning for waves of change with listed infrastructure
Innovation in data transmission and renewable energy, a reopening economy and historic policy support are combining to create attractive infrastructure opportunities for investors looking to build more resilient portfolios.
Fundamentals tilt in favour of emerging markets
Emerging market assets perform well in an environment of rising inflation and strong growth, even when yields are going up and developed market economies are outperforming.
The origin of COVID: Did people or nature open Pandora’s box at Wuhan?
The COVID-19 pandemic has disrupted lives the world over for more than a year. Its death toll will soon reach three million people. Yet the origin of pandemic remains uncertain: The political agendas of governments and scientists have generated thick clouds of obfuscation, which the mainstream press seems helpless to dispel.
Capital flows and debt
The IIF provides ongoing, cutting-edge analysis of international capital flows. Our flagship products are the Capital Flows to Emerging Markets Report (twice a year), the monthly Capital Flows Tracker, and our various proprietary capital flows databases. In addition, we occasionally produce one-off research notes on topical issues.
Managers’ impact reaches tipping point
Asset managers have a chance to really impact the real economy with their commitment to net zero. The Net Zero Asset Managers Initiative now has 73 signatories and one third of assets in the industry committed. It’s reached tipping point, says one of the initiatives’ founders Ed Mason.
Leave a Comment
You must be logged in to post a comment.
Login