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.
Future Fund: AI world order defined by US-China split will hurt capital owners
A geostrategic standoff between the US and China over AI would be “extremely damaging for capital owners” according to the Future Fund, Australia’s A$337 billion ($237 billion) sovereign wealth fund, which outlined four “secular scenarios” around AI and its investment implications.
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Cbus moving raft of assets in-house
Australia’s $34 billion pension fund for the construction industry is moving nearly half of its asset management in-house, starting with active equity and infrastructure.
Call to ‘take a stand’ for workers
UNI Global Union general secretary Philip Jennings implored asset owners to use their influence to help the global workforce, for the sake of the economy, society and their supply chains.
White-collar roles not safe from AI
An Oxford fellow in economics said computers’ upgrades in areas such as judgement and empathy would soon allow them to do many tasks now thought to be for humans only – even some clergy duties.
The fix for ‘extractive capitalism’
In Western economies, the idea that if you contribute you get something back has died. Oxford’s Eric Beinhocker says the key to fixing things lies in the system’s ability to foster innovation.
Renewables gain energetic support
Renewable energy sources are thriving as a long-term asset class, thanks to consumer demand from corporations, emerging technology and other factors. A panel of experts explained the appeal.
Oxford U. fund knocks private equity
The CIO of the $4.3 billion fund manager argued in a panel discussion that an excess of capital in the market and lack of access to top general partners have hurt the asset class.
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