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.
Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come
China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.
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Larry Summers: the future of the world
An intimate Q&A with former Treasury Secretary Larry Summers, President Emeritus and the Charles W. Eliot University Professor of Harvard University.
Investor fireside chat
How are investors positioning portfolios and managing short and-long term risks in the current environment?
Learning from real estate
The coronavirus pandemic has impacted the way we work and live in unprecedented ways that are impacting how we consume. This session examines what this means for the asset class opportunities and risks as well as learnings for the whole portfolio.
Distressed debt opportunities
How should investors allocate capital both domestically and internationally?
Purposeful companies
Is the COVID-19 crisis the paradigm shift needed to redefine business for the 21stcentury and build trust between business and society?
The future of funds management
Given the extreme volatility in markets, the changing global economic risks and policy responses, what is the future of the funds management industry?
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