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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Happy workers mean quality companies
How workers are treated is a key indicator of the quality of a company, and investors should use this information to help assess a company’s investability, CalPERS trustee Priya Mathur has said.
Board, ESG staff need good harmony
When fund trustees and internal environmental, social and governance staff have an open, collaborative relationship, information flows more efficiently and difficult issues can be addressed.
Sustainable development on to-do list
The largest fund in the US, the California Public Employees’ Retirement System, the largest fund in Europe, ABP, and a fast-growing Australian fund, Cbus Super, have all adopted the SDGs.
Europe in quest for sustainability
There is momentum on the continent towards a sustainable financial system but a short-term economy persists. Stakeholders think the classic metrics of success may need to change.
Asset owners embrace ESG
Leading asset owners have integrated ESG into their investment policies and processes in order to harness the opportunities of global systemic drivers, a panel of investors told PRI in Person.
Fund managers make mock pitches
Three managers presented their wares in mock mandate pitches at the PRI in Person, meant to show how leading asset owners assess their managers’ investment practices and integration of ESG.
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