Innovation Archives - Investment Innovation Institute

Insights articles categorised 'Innovation'

February Didn’t Kill Crisis Alpha

Bubble in Parts of China Tech Sector

Emerging Markets, Innovation

Valuations of smaller Chinese technology companies are starting to look frothy, T. Rowe Price says.

China’s Next Digital Evolution

Emerging Markets, Innovation

In his new book, Winston Ma describes the next phase of the evolution of China’s digital economy, which will see the merger of online and offline.

Forget Big Data, It’s about Tiny Data: Two Sigma

Factor Investing, Innovation

Systematic investing today is about finding signals in lots of tiny data and you need humans to give it context, Two Sigma CEO says.

Getting Machine Learning Back on Track

Innovation, Private & Alternative Markets

Quantitative portfolio manager Tony Guida felt that the discussion on machine learning and AI was heading in the wrong direction and decided to do something about it: write a book with practical applications for investors.

Five percent of your Portfolio will kill off the Rest: Sicilia

Innovation, Private & Alternative Markets

Globalisation is changing the very fabric of society, challenging cultural norms and testing the boundaries of social cohesion. But when it came to the economy, the increasing rate of technological breakthroughs would be of greater importance than globalisation, Sam Sicilia, Chief Investment Officer at Hostplus, argued at the [i3] Investment Strategy Forum last week. “Technology […]

Tech Catches Up to Current Investment Thinking

Innovation

As more institutional investors move towards a whole-of-portfolio approach, they run into a problem: most of the technology platforms they use to keep track of their assets have not been built with that approach in mind. Instead, most systems available today were initially designed to compare the performance of a single asset class against a […]