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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Global warming forecast of 3.9°C
Schroders latest update to Climate Progress Dashboard suggests the current pace of change will result in temperatures rising by 3.9°C above pre-industrial levels.
Bridgewater: $41 trillion hole in income
Bridgewater Associates, the world’s largest hedge fund, has identified a $27 trillion hole in global corporate income from the outbreak of the pandemic, that will be filled "unevenly".
What covid-19 means for climate change
In this quarter's infographic Schroder's focus on what Covid-19 means for climate change and the impact of the pandemic on the food industry.
The voice of business
The Future of the Corporation programme is the British Academy's review of the role of business in society. It combines research from a range of academic disciplines with insight from senior business and policy leaders.
Campbell Harvey: cautiously optimistic
Campbell Harvey, Professor of Finance at Duke University, is optimistic there will be a vaccine developed in the fourth quarter of this year, a period where he also predicts a return to economic growth. However inflation is his biggest fear.
Marks: is it time to be aggressive?
When assets prices are well below their intrinsic value it is a trigger for founder of Oaktree Capital, Howard Marks, to become “incredibly aggressive”.
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