How can a fund manager capture above average returns in targeting energy transition strategies? In this latest episode of Thematic Investors podcast, we sit down with Geosphere Capital Management, Arvind Sanger to get more...
4 min read
Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing
Feb 26, 2025 11:30:14 AM
6 min read
Improving Alpha: Robert Wolcott on the Proximity Revolution
Feb 3, 2025 8:39:35 AM
What is the proximity revolution and how can global allocators leverage these principles to gain further insight into their investment strategies? Are we truly being innovative or repeating past ideas disguised as new strategies?...
5 min read
Improving Alpha: John Coffee’s blueprint for a shadow SEC and further regulations under a new Trump Administration
Jan 13, 2025 12:13:10 PM
How will regulations for institutional investors change under a Trump presidency? How valuable will a shadow SEC be in helping to identify regulatory issues and avoid systemic risk? In our latest Improving Alpha podcast we...
17 min read
Improving Alpha Podcast: Top Book Recommendations from Season Two
Dec 17, 2024 7:00:00 AM
Season two of the Improving Alpha podcast featured many diverse perspectives and innovative approaches to asset allocation strategies. How do our guests spend their time reading and listening to other sources of inspiration to...