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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Professional development key for future
As the investment industry continues to experience accelerating change and disruption, what will the effect be on investment roles and required skills? In the first of a series of articles exploring the CFA Institute's Investment Professional of the Future report which gives roadmaps for investment professionals and organizations.
Winter is coming
Investors are preparing for the future and the inevitability that 'winter is coming' by reducing exposure to risky assets, the delegates at the RFK Human Rights Compass conference heard.
Investors’ role in disability inclusion
Four US state treasurers are among 11 investors to sign a joint investor statement on corporate disability inclusion, and are urging others to get behind the cause. The investors, worth $1 trillion, believe companies must to do more to include people with disabilities in the workforce and are urging their portfolio companies to adopt best practice.
Why diversity is important: Calif. funds
CalPERS and CalSTRS recently hosted over 400 attendees from academia, business, and investment to explore the connection between diversity, human capital and performance. And gave participants tangible next steps on how to increase diversity within their workplace and fresh momentum to push the diversity cause.
Investors buoyed by ESG frameworks
The evolution of frameworks, and taxonomies, for investing in ESG has given investors confidence in investing in the decades to come, delegates at the Robert F Kennedy Human Rights Compass conference heard.
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