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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Biden win more favourable for markets
A Joe Biden win in the October presidential election in the United States could be more accommodating to financial markets in the longer term despite a likely negative initial reaction, according to Ray Dalio, co-CIO and founder of Bridgewater Associates.
The future of capitalism
A fireside chat with the founder of one of the most successful investment management firms in the world on how capitalism is broken, and importantly how it can be fixed.
Investor case studies
This session looks at case studies of investors who have integrated sustainability practices into their investment decision making and portfolio construction, their outlook for the next five to 10 years, and what they think ESG 2.0 will look like in their portfolios.
Responsible investing
This session will examine the importance of impactful stewardship to deliver sustainable wealth creation and its potential to transform financial, social and environmental outcomes.
Investor action on climate change
This session will look at the the importance of net zero 2050 and the opportunity for a turning point post COVID-19.
COP26 – What to expect
This session looks at the areas of focus for the meeting and how within the short term focus of this COVID-19 crisis we can mobilise government, business and investors into action around the important issue of climate change.
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