Future States
Using machine learning algorithms in portfolio optimization is a growing trend that investors should pay attention to.
AI is more than just another technology. It is a transformative force with the potential to redefine investment management. The industry's most significant barrier to harnessing this power is the widening AI skills gap.
Banks and other traditional capital providers are no longer the primary source of capital for the economy. This shift has increased the diversity of capital providers but also has fragmented the capital markets.
The cost of institutional investing has become an impossible burden. Reduce costs. Give alpha a chance.
We are three months away from the longest yield curve inversion-to-recession period. Will Cam Harvey's famous recession indicator hold? Highlights from EI podcast.
Has the science of economics gone astray by borrowing ideas from physics?
For investors in the space, the changing cannabis consumption landscape opens challenges and opportunities in product creation, marketing, and targeting new consumer groups.
This book is direct, delightful, and articulate in suggesting that we take a slow rather than fast approach to getting things thoughtfully done. It touches the minds and hearts of investment professionals.
Rather than running away from illiquidity, investment professionals, investors, and regulators alike should recognize its potential benefits and consider a more balanced approach.
By fostering resilience through the consideration of various outcomes, investment practitioners can better anticipate and manage the complexities and disruptions that characterize today's dynamic environment.