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.
Senior executives from some of the world's largest private market managers gathered in Berlin this month with a collective understanding: managers who move slowly on AI face not just weaker returns but the risk of owning businesses that have been competitively displaced before they can exit.
Politicisation at US public pension funds has taken a turn for the worse after a new law threatens to put politicians in charge of the Public Employees’ Retirement System of Mississippi.
Global strategy advisor and economist Parag Khanna said Asians’ movements around the world and their increasingly deep intra-region relationships will have massive geopolitical and workforce impacts on global markets.
Asset managers are spending vast sums of money to develop artificial intelligence systems to help them make better investment decisions. At a Top1000funds.com event in Singapore, Bridgewater co-CIO Greg Jensen discussed applying AI in financial markets as well as Bridgewater’s artificial intelligence efforts.
Asia is going through its own sustainability journey, and it’s different from the transition pathways in Europe and North America. Robeco head of fixed income, Asia, Thu Ha Chow told the Top1000funds.com Fiduciary Investors Symposium in Singapore that this means investing in the region requires a unique, regional perspective.
The key to constructing investment portfolios with resilience to rapid and unexpected changes is to remain humble, interrogate the data, and not be fooled into thinking the future can be predicted perfectly, according to head of multi-asset strategy APAC for Wellington, Nick Samouilhan.
Bridgewater has a house view that the world is moving into a period of macro-volatility and global conflict. But despite the myriad geopolitical and environmental risks facing investors investors’ unwillingness to break with the model portfolios of the past presents the greatest threat to institutional portfolios.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
Top1000funds.com is read by investment professionals in more than 40 countries.
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