ASX Blockchain Targets Communication not Trading
Gerben de Zwart, Head of Quantitative Equities at Dutch pension behemoth APG, believes that the rise in the use of alternative datasets will see a divergence of manager returns, as they will have to pick and choose which databases to analyse.
In Search of Temperament IV – Self-Awareness and Self-Control
This is the fourth part in a series on the ideal investor temperament. So far, we’ve examined curiosity and flexibility, contrarianism and patience. In this post, we’ll consider Self-Awareness and Self Control. Jim Paul’s life story and the lessons that he learned will be our guide. I recently finished reading What I Learned Losing a […]
The Pain Premium
Most investment strategies today are based on the idea that investors get paid to take on greater risk (for example, small caps) or on the existence of a return driver that can deliver above-market returns (for example, momentum). The validation of these strategies is usually dependent on the culmination of two key elements. One, there […]