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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Kotkin’s mega trends: Deadends & despair
Political regimes around the world are stuck in a series of dead-ends and despair. Most importantly, the China-US relationship has hit a brick wall as their fundamentally different values and interests clash. Deterrents and robust policy is the only way forward, says Stephen Kotkin, professor in history and international affairs, Princeton University.
The challenge of tracking climate change
Climate change has started to significantly affect many firms, but properly quantifying firm-level exposure to climate change risks and opportunities is a challenge for investors, regulators and policy makers.
Carbon reductions and climate risk
William Nordhaus favors a carbon tax to slow climate change but his own model shows that the UN’s target would make humanity poorer than doing nothing at all about climate change.
William Nordhaus versus the UN
William Nordhaus favors a carbon tax to slow climate change but his own model shows that the UN’s target would make humanity poorer than doing nothing at all about climate change.
Impact investing won’t save capitalism
If we really want to reform capitalism, then impact investing as it is traditionally conceived will not be enough.
Impact investing’s third phase
The impact investing movement has overcome many challenges, however more obstacles lie ahead even as there is untapped potential for growth.
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