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Impact of a slowing China, rising rates on portfolios: UniSuper CIO
John Pearce, chief investment officer of the A$115 billion UniSuper discusses his long-term view on China, inflation and the impact on the fund’s portfolio.
The governance-performance link
Academics at Switzerland’s University of St. Gallen find that governance is positively related to both excess and risk-adjusted net returns but only marginally related to funds’ asset choices.
HOOPP eyes bonds as source of incredible return once again
Given current levels in real interest rates, real return bonds (namely Canadian government bonds and US Tips) represent an ‘incredible’ return compared to the underlying risk, Canada’s HOOPP plans to build on its exposure.
OECD warns on pension funding fracture-lines
The OECD has warned that pension funds will come under increasing pressure as national governments cut old-age pensions, expecting the private sector to deliver ever-higher returns to fund increasing longevity, with a report citing Germany, Ireland, the UK, and New Zealand as addressing these issues in reform agendas.
World’s largest DC plan to tender investments
The $244 billion Thrift Savings Plan, the largest defined contribution plan in the world, faces an enormous operational challenge this year as it moves from an opt-in to an opt-out default for US federal employees. Amanda White spoke with executive director Greg Long about the fund’s plans for 2010, which include a substantial investment tender.
APG: The AI boom might have peaked
Thijs Knaap, chief economist at APG, shares his observations of the AI boom and one of Wall Street’s most closely watched companies.
Investing in the real world
The Fiduciary Investors Symposium is a good guide to the mood of global investors, and the have their eye on the “real world”. Amanda White opines.
OMERS flags end to supercharged private equity returns
OMERS has warned that investors need to temper their expectations regarding the performance of more recent private equity vintages, as the favourable environment of high valuation multiples and low interest rates that spurred over a decade of superior returns begins to fade, said APAC head Ashish Goyal in Singapore.
AustralianSuper expands offshore
Australia’s largest pension fund, the A$160 billion AustralianSuper, is set to double in assets in the next five years. As a result it is sending more assets offshore and will set up offices in New York and Asia to access direct deals.
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