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.
New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries
An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.
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Amazon under fire
Two of the world’s largest asset owners are putting pressure on Amazon to reveal exactly how it is protecting its workers from COVID-19. It’s a move indicative of the investor mood to focus attention on human and labour rights among investee companies, with a particular spotlight on the tech sector.
Accountability the next step in ESG
Accounting for sustainability in the measurement of outcomes is the next frontier in government policy, and has the potential to significantly uplift the contribution investment organisations can make to a more sustainable world, writes David Bell.
2021 CIO Sentiment Survey
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Rebooting responsible investment
Differentiating responsible investment quality among products, services and provider capabilities is mission-critical for investors dependent on the ‘real world’ outcomes that underpin future investment opportunities. But how do they do that? Susheela Peres da Costa suggests a functional framework for responsible investment.
Economists call for targeted spending
Three prominent Chicago Booth economists have called for more targeted spending by the US government to more effectively manage the disruption to the economy, but they are not worried about inflation in the near term.
USS takes advantage of dislocations
The largest single pension scheme in the United Kingdom, USS, took advantage of the dislocation due to COVID in 2020 and has bought credit assets and increased inflation and interest rate hedging.
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