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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CPP, NBIM CEOs swap notes on leading through teams, not bureaucracy

CPP, NBIM CEOs swap notes on leading through teams, not bureaucracy

In a high-level exchange between two of the world's largest and most sophisticated asset owners, CPP Investments’ chief executive John Graham shared a leadership lesson with Norges Bank Investment Management chief executive Nicolai Tangen: having an aligned senior team is one of the most critical things a leader can build. The two funds, which are consistently leaders in transparency, also exchanged playbooks on managing bureaucracy at large organisations.

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Fiduciary Investors Symposium 2021: Day 2

Watch day two of the Fiduciary Investors Digital event like it’s a live stream. All the action and all the speakers can be viewed here.

Inflation: The question on everyone’s lips

This session takes an indepth look at an issue being discussed around every investment table… inflation. 

Inflation and interest rate expectations: Intensifying risk or a temporary spike?

This session examined the proposition that we are in a “lower for longer” environment, explored whether a reflationary environment will prevail, and determined if growth is around the corner.

Investing in new infrastructure

This session examined how the digitalization of economies and the shift to renewable energy offer potential long-term growth opportunities in infrastructure; and how it can play a role in long-term investor portfolios.

Global debt – the impact over the long term

This session examined the growing debt burden, borrowing from the future, and the impact on markets, the economy and asset class returns.

Distressed debt: what now after the recovery?

Is distressed an indicator of public market activities. Given the recovery in markets, what does that mean for the opportunity in distressed? Will we see a divergence in the bond and equity markets? What are the regional differences and where are the opportunities?

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