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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Director nominations: findings from the PRI-led collaborative engagement
“At West Midlands we believe robust governance makes companies much more resilient to shocks,” says Leanne Clements, responsible investment officer at the Wolverhampton-based £11.4 billion West Midlands Pension Fund. It’s the reason why the UK local authority fund has been working with an ongoing PRI-led collaborative engagement process exploring different corporate practices around director nominations
Asset owners step up battle against climate change
Spurred on by its vocal student body and a rich ESG precedent it’s no surprise that the $91 billion University of California is leading on climate change investment. “We thought about our beliefs and realised that climate change matters because it will impact our investments over the long term. We can’t afford to sit idly
How to sell the ESG message: follow human behaviour
“How can we entice savers to look at how much is in their pension pot? How can we make pensions more dynamic and interesting to our beneficiaries?” asks Jennifer Anderson, responsible investment officer, The Pensions Trust, the £7 billion scheme which manages pensions for the UK’s charitable sector. The problem under discussion at the UN-backed PRI
Elroy Dimson: The motives behind responsible investment
There are three primary motives for investors to act responsibly, argues Elroy Dimson, chairman of the Newton Centre for Endowment Asset Management, Cambridge Judge Business School and Emeritus Professor of Finance at the London Business School, speaking on the first day of the UN-supported PRI in Person conference at London’s ICC, ExCel conference centre. The first is complicity,
The macro-economic outlook: ESG needed to navigate uncertainty
“It is in our interests to analyse ESG risk,” argued Douglas Hodge, chief executive of PIMCO in his opening address at PRI in Person, the UN-supported international network of investors working to put the six Principles for Responsible Investment into practice. Hodge set the scene for the three day conference, where delegates gathered at the
Robeco: Expected returns 2016-2020
What returns can investors expect over the next five years? Equities remain our preferred asset class for the next five years, as we predict they will earn 5.5% annually for investors on the back of global growth. Government bonds however may see negative returns as rates begin to rise. These are the core predictions of
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