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.
Border to Coast hunts strategic partners as private markets set to surge
The UK’s LGPS pool, £120 billion ($161 billion) Border to Coast, is hunting for strategic relationships with asset managers and global asset owners as it prepares to invest £40 billion in private markets. Chief executive Rachel Elwell speaks to Top1000funds.com about the fund's approach to finding long-term partnerships in the market.
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How to build a long-horizon culture
Culture is hard to build and maintain, but if you start with good leadership and the right people, you can build the advantage of a long-term investing mindset into an organisation’s DNA.
Searching high and low for inflation
There’s a debate raging about whether modern economies have banished high inflation to the history books. The short answer, Mercer argues, is it’s complicated. So, investors better have a plan.
China, US rivalry looks volatile
Are the two world powers on a collision course for war? Could global investors get smashed between the two? Unfortunately, the answers appear to be yes and yes.
UTIMCO aims for ‘total alignment’
A new strategy reigns at the U. of Texas endowment, designed to help chief executive and CIO Britt Harris build on an already stellar reputation for adding talent and helping it thrive.
Ambachtsheer’s long-term premium
Finance professor Keith Ambachtsheer has outlined a trio of possibilities for coming decades. One is a rosy outlook, two are more pessimistic. But no matter what, he sees a long-term premium.
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