I chat with Vinesh, ceo at ExtractAlpha, on the research behind alternative data, stock selection techniques and the expertise required to differentiate signal from noise.
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.
Jase Auby, TRS's celebrated CIO, explains why TPA doesn't fit with its culture; why community push back on data centres could turn out to be an investor advantage, and argues the case for continuing to invest in fossil fuels. Top1000funds.com sat down with the CIO in his Austin office for an all-encompassing conversation.
The Chinese economy refuses to slow down. The latest GDP growth figures have once again surprised on the upside, prompting new fears about inflation.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The UK’s National Employment Savings Trust (NEST) is looking for a Sharia-compliant funds manager to manage a global equity fund as it plans to offer more than its default strategy to members.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
New thematic research programs examining sovereign investment funds management and a more general initiative on best investment practices will be a part of the academic work of the recently opened Asia office of Europe’s EDHEC-Risk Institute.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Treasury inflation-protected securities (TIPS) have a relatively unique profile within fixed income portfolios, which has important implications for investors’ setting of objectives and portfolio construction. This Towers Watson article explores the different motivations for using TIPS and other inflation hedges.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
This article by Momtchil Pojarliev and Richard Levich proposes a methodology to measure crowded trades and applies it to currency managers. According to the authors, this methodology offers useful insights regarding the popularity of certain trades among hedge funds and provides regulators with another tool for monitoring markets.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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