African Swine Fever - The Value of a Having a Different View Using Alternative Data

African Swine Fever (ASF) is having an immense impact on Chinese and Vietnam pork production as producers are forced to cull infected hogs to attempt to constrain the spread of disease.

Quant Funds vs Discretionary Managers: We’re More Alike Than You Think and Why It Makes Sense to Invest in Both

In recent years, two main approaches have evolved in the asset management industry: discretionary (think of the traditional 'fundie') and systematic (think of a quantitative fund). Here we look at their similarities and differences and make the case that there is a place for both in a portfolio.

How the Hedge Fund Industry Is Being Disrupted

The amount of data that is being created in today’s age is almost incomprehensible.

It’s estimated that in just the last two years that 90% of the world’s data has been created.

What is Machine Learning and Artificial Intelligence?

Machine learning and artificial intelligence isn’t exactly new. In fact, artificial intelligence was a term used in a 1956 research paper by John McCarthy, a math professor at Dartmouth.

El Niño and La Niña: what does it mean for investing in the Australian water market?

You've probably heard of the terms El Niño and La Niña but what are the causes of these climate phenomenas and what do they have to do with global commodity markets? 

To put it bluntly, only a few degrees change in Pacific ocean temperatures can devastatingly shift global weather patterns from Australia to South Africa to Brazil and many places in between.