Amin Rajan – Research Update

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When technology runs like a hare, can fund managers afford to crawl like a tortoise?

  • by Amin Rajan
  • Posted on January 27, 2020January 27, 2020
  • FT articles

2016 ushered in an age of techno-utopianism when a computer algorithm called AlphaGo made history. It beat the 18-time world champion of Go, a fiendishly complicated ancient Chinese board game with an astonishing 10170 possible […]

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Shareholder engagement 2.0

  • by Amin Rajan
  • Posted on December 9, 2019
  • FT articles

The idea that companies that are rated high on a myriad of ESG metrics will deliver superior investment returns has long lost its currency. The key issue now is how far ESG considerations are pertinent […]

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A trifurcation in the asset industry

  • by Amin Rajan
  • Posted on November 4, 2019
  • FT articles

A growing number of institutional investors are switching to alternative risk premia: a systematic rules-based style of investing used by hedge fund managers for the past three decades. Under it, asset classes can be broken […]

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India’s premature maturity

  • by Amin Rajan
  • Posted on October 7, 2019October 7, 2019
  • FT articles

Remember BRIC? If not, you’re not the only one. In hindsight, it seems like a big marketing ploy. The acronym was coined in the last decade to highlight the rise of four awakening giants – […]

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The greenwashing cloud has a silver lining

  • by Amin Rajan
  • Posted on September 9, 2019
  • FT articles

Being ‘green’ is simple but not easy. An outstanding investment phenomenon of this decade is the sky-rocketing popularity of investment funds that embed environmental, social and governance principles. Its speed and scale have, in turn, […]

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