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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Trump won’t stop climate action
Stakeholders of all stripes around the world – even in the US – vow to keep fighting climate change, despite President Trump’s decision to back the US Government out of the Paris Agreement.
PGGM touts circular economy
Dutch manager echoes new TIIP/Toniic report that states an economic model of renewable resources and continuous reuse of materials is emerging and investors need to get on board.
Path to sustainable infrastructure
Researchers make a call to action as a study reveals that despite much growth in sustainable infrastructure, it’s still not a part of core allocation strategy for many investors.
UTAM favours equities, private credit
The University of Toronto Asset Management Corporation adopts passive moves into US equities, active allocations to international shares and select opportunities in private credit markets.
Real factors, and how to use them
Factor investing has become a topic du jour, but according to four experts, there are only a handful of factors that are persistent and robust. If used strategically, these can be useful.
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