Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Man and Machine in Investment Strategies
This chapter explores the interplay between human intuition and machine efficiency in the investment industry, advocating for a synergy of both approaches. It highlights the evolving landscape of investment strategies, including the rise of passive indexation and the need for active managers to adapt to new opportunities such as ESG investments. The discussion further delves into the complexities of human behavior in fund management and the necessity of empirical methods to counteract biases and decision-making pitfalls.
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