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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GPIF keen on stewardship
The $1.26 trillion GPIF fulfils stewardship duties by promoting engagement between its external asset managers and investee companies. Fund managers have stepped up their efforts in response.
Board make-up matters
The more political appointees and worker representatives sit on US pension fund boards, the more those funds will respond to incentives that encourage riskier investing, research has found.
Post-Brexit uncertainty reigns
‘Selective optimism’ in UK real estate, infrastructure and other assets characterises investors across Europe as they scramble to tell the genuine opportunities from fool’s gold following Brexit.
McKinsey: Long game is best play
Calls for a long-term investment focus have lacked a sophisticated metric to back them up – until now. The McKinsey Global Institute has found tangible benefits from shunning short-termism.
Coal pension burns for cash flow
Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.
Vale Steve Ross
Steve Ross was a pioneer of fields such as asset pricing, investment management and corporate finance. His colleagues at MIT and Caltech regarded him as generous and kind.
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