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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Longer horizons lead to more investment
Dutch research has found that pension funds with longer horizons do hold more illiquid assets, but the correlation wanes after about 17 years and other factors also affect illiquidity tolerance.
The trust effect
Successful investment management comes from a culture that supports and nurtures talent. This requires functional governance built on trust between the board and the investment team.
A strict Régime
Tight controls dictate strategy at the French public service pension scheme – including a commitment to socially responsible investing – but diversification options have increased.
Fed official: end reinvestment
The US Federal Reserve’s James Bullard is inclined to let bond buying run off in 2017. He also says higher interest rates are unlikely worldwide and calls the US a relatively closed market.
Sovereigns versus citizens
As sovereign wealth funds continue to grow, some are running into tussles with citizens over particular investments or the purpose of the fund. Transparency and greater engagement can help.
Ericsson picking stocks again
In a move that differentiates it from the herd, the fund for employees of Ericsson, has added active long-only managers for a concentrated equities portfolio of 30-50 shares, shunning passive.
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