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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Future Fund adds risk for short term
The CIO of Australia's sovereign wealth fund has added risk to the portfolio showing optimism about the short-term outlook but remains cautious about the medium and long term.
PGGM maps portfolio’s impact
The $268 billion PGGM mapped its entire portfolio based on the effects it had on 'the people and the planet'. For the sustainability-focused giant, the results were surprising.
Church Commissioners prepares early
The Church of England's $11.1 billion endowment emphasises having plans in place before markets become minefields. CIO Tom Joy also goes against trends, and he's most particular about managers.
The lasting impact of pension nudges
Choices people make when they enter defined-contribution schemes tend not to change, even after fraud allegations, a paper from behavioural economist Richard Thaler and other academics states.
Ireland ISIF sparks local economy
The Ireland Strategic Investment Fund pours money into private markets in the local economy that are underserved, to spark GDP growth. Despite challenges finding opportunities, it works.
Divestment doesn’t go far enough
Many investors are ridding their portfolios of assets that contribute to human suffering, but that may not go far enough. Tim Hodgson writes that a global fix requires something far more bold.
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