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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CalPERS picks infrastructure adviser
CalPERS’ board has named Meketa its new infrastructure consultant, citing its high ratings and setting aside investment office calls to have a single adviser for infrastructure and real estate.
New Mexico fund readies for trouble
A reduced and reworked equities allocation, a buildup of income-producing assets and a commitment to readily available cash are all part of NMSIC CIO Robert Smith’s protection plan.
Active strategies still valued
Prominent CIOs say active management’s place is secure, even as passive strategies surge in popularity. But the two types of strategies aren’t as distinct as in years past.
The long-horizon advantage defined
A long-term investor has an advantage that lies in the skill to identify divergences between price and value in markets, and the willingness to wait for a convergence to take place.
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