Themes from the quarterly Quantitative Beta Research Summit
J.P. Morgan Cashflow Driven Investment Strategy
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
Impacts of disruption on the core infrastructure investor
Disruption and the core infrastructure investor
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
One session exploring healthcare investment was a CIO panel featuring Jacque Millard, Leslie Lenzo and John Barker.