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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Alex Antic: Data science across finance, academia and government
I chat with Alex on his experiences across a range of environments, the role of machine learning in Australia's future and how to best deploy data science in academia and industry. Nothing on this podcast is to be considered investment advice or a reco
A decade needs a purpose
The decade ahead promises to be one in which purpose gets to be much more widely entrenched and influential. And asset owners have a role to play in the path to purposeful capitalism.
Breaking barriers: Trustee diversity
Trustee boards lack diversity because there is a lack of role models, because breaking into a non-diverse trustee board is challenging and unwittingly hostile, according to executive director of regulatory policy, analysis and advice at The Pensions Regulator, which is committed to supporting pension funds to improve diversity and inclusion and will produce best practice guidance on board composition.
ABP’s climate neutral plan for 2025
The largest pension fund in Europe, the €450 billion Dutch ABP, set out its sustainability and responsible investment plan for 2025 last month. The plan sets out long-term objectives – in line with the goal of a climate-neutral economy by 2050 – as well as the short-term steps to achieve that.
China’s opportunity
The crisis in China is far from over. But the Sustainable Finance Institue’s Huang Zhong and Cary Krosinsky, author of the upcoming Modern China: Financial Cooperation for Solving Sustainability Challenges, argue it is never too early to look at what went wrong. They argue if the Chinese government and its ruling party applied some basic sustainable investment principles, it would have taken a very different approach towards critical stakeholders such as Dr. Li and potentially avoided some of the negative consequences.
Investors’ role in a carbon-neutral 2050
Everyone's talking about it - a carbon-neutral economy by 2050 - but what are investors doing about it? Amanda White reports on the specific climate activities of some of the world's leading asset owners.
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