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.
What comes next for US-China relations
Investors should expect more friction between Washington and Beijing over technology and Taiwan in the years ahead, according to Jake Sullivan, former national security advisor to Vice President Biden during the Obama administration. Meanwhile, the rise of middle powers is a geopolitical theme to watch.
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The perils of parity
This new research by MSCI Barra explores the conditions necessary for a portfolio with a levered fixed-income allocation to achieve lower volatility and a better risk-return profile than an unlevered portfolio. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Buying global private equity, step-by-step
One year into building a global private equity program, alongside its advisor StepStone, an A$97 billion ($78.8 billion)Â Australian large multi-manager posted a booming 200 per cent return on the back of some fortuitous secondaries investments. Simon Mumme reports. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Idaho profits from rebalancing structure
The Public Employee Retirement System of Idaho has benefited from its simple approach to investing “a basic mix and strict rebalancing ” but with one strategic asset allocation edge. Amanda White spoke to chief investment officer, Bob Maynard. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Inflation challenge coming
Inflation is the main risk that investors and funds managers will need to manage in the next 20 years, according to Pippa Malmgren, principal of consulting firm, Canonbury Group. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Hedge funds hit in EU manager directive
The European Union (EU) directive governing the marketing efforts of hedge funds was passed on Tuesday, and gives offshore managers little wriggle-room to claim further distribution powers within the political bloc. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Investors split on ways to play Asian property
While US property investors favour opportunistic bets in Asian unlisted real estate markets, their European and Asian counterparts are more likely to seek different types of exposure, according to new findings from INREV, an association of European investors in unlisted real estate. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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