A Reflection on Diversity on Wall Street Profile, Public MarketsPortfolio Manager Denise Selden has had a tremendous career on Wall Street, which spans almost 60 years. But working as one of the few women on Wall Street in her early days certainly provided some challenges. Read More
The Changing Face of Active Management Asset AllocationBig technology platforms, such as Amazon, not only disrupt the retail industry, they also affect the nature of active management, David Eiswert says. Read More
Combining Best Ideas in Search of Alpha Asset AllocationGood ideas take time. In fact, one of the best ways to kill creativity is to act swiftly and decisively. In a lecture delivered in 1991, British comedian John Cleese gave an insight into why some people are more creative than others and come up with better ideas. Despite what you might think, talent was […] Read More
Heuristics are Biased. But are They Lazy and Dumb? Behavioural Finance, MarketFoxIn this second instalment of the four part series on the criticisms of behavioural economics, MarketFox columnist Daniel Grioli looks at heuristics: are they lazy and dumb? Read More
[i3] Podcast – MarketFox Interview with Bob Maynard Asset AllocationMarketFox columnist Daniel Grioli speaks with Bob Maynard, Chief Investment Officer of the Public Employee Retirement System of Idaho, about different approaches to asset allocation, factor strategies and the magic of New Zealand Super. Read More
[i3] Podcast – MarketFox Interview with Denise Selden MarketFox, PodcastsCopper Rock Senior Portfolio Manager Denise Selden has been in the investment game for nearly 60 years, starting as a teenager for her uncle on Wall Street. Having just announced her retirement, she speaks to MarketFox columnist Daniel Grioli about her career and her passion: growth equities. But she also reflects on what it was […] Read More
[i3] Podcast Transcription – Denise Selden Podcasts, TranscriptsCopper Rock Senior Portfolio Manager Denise Selden has been in the investment game for nearly 60 years, starting as a teenager for her uncle on Wall Street. Having just announced her retirement, she speaks to MarketFox columnist Daniel Grioli about her career and her passion: growth equities. But she also reflects on what it was […] Read More
The Biggest Risk in Investing is Trying to Avoid It: Grantham MarketFox, Risk and RegulationAsset managers don’t take enough risk when implementing their best ideas, according to veteran investor and GMO co-founder Jeremy Grantham. “By far the biggest risk in the long run is to try and avoid risk, to try and hedge everything out,” Grantham says. “Forget it. You’ve got to learn to take some risk and hit […] Read More
Australia Needs to Export Tech, Not Talent: Farquhar Private & Alternative Markets, Risk and RegulationIf Australia is to maintain its standard of living, it needs to make a greater effort to build a domestic technology industry, rather than allowing its well-educated professionals to be poached by overseas companies. Scott Farquhar, co-founder and co-CEO of Atlassian, told an audience of venture capital and institutional investors in early March that Australian […] Read More
