Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, is a pioneer in quantitative investing. He dives into the complexities of systematic investing in today’s volatile market, highlighting the synergy between human judgment and AI. Kahn discusses the evolving role of alternative data, like foot traffic and satellite imagery, in shaping investment strategies. He emphasizes how a disciplined approach, blending technology with human insight, can lead to more consistent alpha, even amidst uncertainty and rapid change.
