Scott Treloar: Skiing in Singapore and how to quantify investor skill

I chat with Scott, the CEO of Singapore-based Noviscient, about shape of the hedge fund industry and how to create better systematic allocation to funds using machine learning techniques. Reflecting on his career in Deutsche Bank in Asia and running his own statistical arbitrage fund, we discuss the pragmatic applications of quantitative methods and the use of AI in society.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice

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Finland’s Elo: Larger equity allocations promise new media scrutiny

Finland’s Elo: Larger equity allocations promise new media scrutiny

As Finland's pension funds prepare to increase their equity allocations to unprecedented levels compared to global peers, they must also navigate a new and unfamiliar risk. Elo's chief investment officer Jonna Ryhänen explains the fund's investment approach going forward and how it will manage stakeholder and media scrutiny as they react to swinging volatility and returns.

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Long Covid for the global economy

Prevention is the balm for global economic shock, says respected central bank adviser Professor Warwick McKibbin who says the world’s economic future is uncertain and inflation is likely to remain under a persistent pandemic.

Asset owners reflect on what to expect in 2022

Asset owners think in years rather than months, but investors expect a handful of key areas will define the year ahead. A clearer view on inflation; poor bond performance and a resurgence in labour rights to name a few.

New York State Common engages on political spending

The New York State Common Retirement Fund has ratcheted up pressure on companies in its listed equity portfolio to disclose their political spending in what it calls a “priority issue,” up there with climate, DEI and capital management. Liz Gordon, executive director of corporate governance, explains.

The Sustainability of Sustainability

Mining, waste, and carbon emissions. Is the full life cycle of green tech truly sustainable?

The Rise and Rise of China

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

The digital revolution have investors missed the boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

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