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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The future of engagement
Ben Caldecott from The Oxford Sustainable Finance Programme at the University of Oxford explains how emerging technologies, changing client preferences, new regulatory landscapes, and evolving economic geographies create new opportunities for more effective engagement and forms of active ownership.
Engagement needs more resources
Resources in the investment value chain have to shift away from financial modelling and trading towards stewardship and engagement according to Luba Nikulina, global head of manager research at Willis Towers Watson, speaking at the 8th Sustainable Finance Forum run by Oxford University.
LPs failing engagement in private equity
Engagement and stewardship in private equity has been left out in the cold. This is strange for an asset class with high returns and where the foundation is already in place for the asset manager to act on behalf of the asset owner for strong engagement. Bob Eccles encourages more action.
Investors should backoff policy: Kay
Pension funds have “no business” engaging with policy makers but instead should influence change through stewardship, which is also the main function of asset managers, according to John Kay, Supernumerary Fellow in Economics at St Johns College, Oxford University.
Investors debate engagement priorities
Should investors collectively prioritise engagement issues, and if so what is at the top of the list? This was one of the topics delegates discussed at the 8th Sustainable Finance Forum run by the Oxford University Smith School of Enterprise and the Environment together with The Rothschild Foundation and the KR Foundation.
UniSuper looks to China
The A$70 billion Australian superannuation fund for higher education and research workers, UniSuper, is keen on China. CIO John Pearce explains why.
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