Posted on Jan 28, 2020 by Thomas Hudson
In this FT opinion piece (Amin Rajan, CEO of Create Research), the author lays-out an easy-to-visualize picture of the fund industry in the near future, including the forces driving change and the types of fund companies which will exist in the future. But will it be AI that unleashes “a winner-take-all dynamic” as the author states?
Posted on Jan 06, 2020 by Sean Locke
(Bloomberg) Why Direct Lending Is a Booming Part of Private Debt Investor demand and their search for yield has contributed to the continued growth of Private Credit and specifically, direct lending in 2019. There seems to be no signs of slowing down in 2020 with 39% of investors saying they expect to increase their commitments […]
Posted on Dec 09, 2019 by Thomas Hudson
What’s next for alternative data? Can it be (or was it ever) a persistent source of alpha for active management? This short read from BI (paywall) provides a snapshot of the budding alt data industry as we head in 2020. Find our analysis, below.
Posted on Dec 06, 2019 by Thomas Hudson
This article from FT explores the value of investment track-records, difficulties women face in building investment track-records, and the strategies various leaders and firms are taking to increase diversity in investment teams.
Breaks of any kind – including maternity leave – disrupt investment track-records. It can be difficult to bounce-back. But from our perspective, that difficulty only affects those who have already achieved rank to make investment decisions. Investment managers which seek to advance women in investment roles must address issues which funnel women away from the investment track AND make considerations which allow talented women investors to continue in their career while juggling multiple demands and taking needed breaks.
(Markets Insider) Low recession risk, faster growth, and unemployment at a 70-year low — here are Goldman Sachs’ predictions for the US economy in 2020
Posted on Dec 06, 2019 by Sean Locke
With many fearing a recession on the horizon, it is refreshing to hear that Goldman is optimistic about 2020. Wage growth should continue to rise along with job creation.
Posted on Dec 03, 2019 by Thomas Hudson
This article from Quartz (QZ.com) explores the idea that biophilic design – design which mimics nature or exposes people to nature in a literal way – is good for companies and their employees. It is capable of improving focus, productivity, and otherwise helps to reduce mental fatigue and increase employee emotional satisfaction.