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.
The twin forces rewriting the rules of investing
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
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NZ Super better than average on UN PRI
The US$10 billion sovereign fund New Zealand Superannuation Fund (NZSF) has, in its typically transparent fashion, published a UN assessment of its adherence to the UN Principles for Responsible Investment. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Suspend securities lending: Watson Wyatt
Asset consultant Watson Wyatt has recommended that its global clients suspend their securities lending programmes if they have any doubt about their arrangements with lending agents. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
AIMA’s Roadmap to Hedge Funds
One of the great things about hedge funds is that they have provided a field day for academic researchers to write scholarly articles on their risks and returns. Yet, for all of this scholarship, a practical roadmap to hedge funds has remained elusive. Until now. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Asset management buying opportunities for multi-affiliates
BNY Mellon Asset Management sees the financial crisis as a time of opportunity to increase its range of multi-affiliate firms through acquisition, according to its chairman, international, Jon Little. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Making Sense of Distressed Investment Opportunities
In early 2007, we started advising clients that we thought the next major investment opportunity would be in distressed securities. As the credit crisis has unfolded and the first ripples of this tidal wave have appeared, we have often been asked for our views on how to structure and fund these types of investments mrec4inarticleinline
Unlocking future value in commercial real estate
The drive towards a sustainable, low-carbon economy presents both risks and opportunities for commercial real estate investors. Here, we consider the potential impacts on rental income, capital value and future investment returns. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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