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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Climate change and infectious diseases
Federated Hermes Nick Spooner explores how climate breakdown will exacerbate infectious diseases, and the steps that companies, investors and governments need to take to mitigate the impacts of the climate crisis and future pandemics.
The Goldilocks crisis
If an overly relaxed world has since slept through a series of environmental alarms, the coronavirus crisis may well be the wake-up call it needs to avert the worst climate change bear scenarios.
The ASI Responsible Investing podcast
Leading ASI’s climate agenda is Eva Cairns, Senior ESG Investment Analyst. She talks on a host of topics, from about her wide-ranging views on responsible investment and her passion in helping address climate change, to why she’s so keen that we all "grow the pie".
Net zero – idle promises
Companies’ pledges of ‘net-zero’ emissions are only meaningful if backed by credible action plans that do not rely heavily on offsetting. Read Aberdeen Standard Investment's report.
Investor risks and opportunities
Watch Aberdeen Standard Investments video on climate change: investor risks and opportunities.
Investing in a changing climate: summary
Our climate is changing. In recent years, we have seen an increase in costly extreme weather events such as storms, wildfires and floods. At the same time, we are living through the hottest years on record. Read Aberdeen Standard Investments paper below.
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