In this episode, Alex Proimos, head of institutional content at Investment Magazine, chats with Aaron Minney, head of retirement income research at Challenger, about a range of topics including deaccumulation, sequencing risk and income generation in retirement.
How private credit investors are preparing for software’s AI reckoning
As the private credit industry matures, the first real stress tests are emerging – from AI-exposed software loans to eroding covenants in megadeals. Institutional investors are responding by rethinking where the illiquidity premium justifies the risk.
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Partnering for impact: Institutional investors and the net-zero transition
Partnering for Impact: Institutional Investors and the Net-Zero Transition mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
China’s Next Chapter: Reopening, Recovery and Beyond
Key Takeaways China’s economic policy has shifted to growth, COVID-19 restrictions have been lifted, regulatory rhetoric has relaxed and the tone toward the property and private sectors has become more supportive. While we expect China’s growth momentum to improve further in the coming months, a hard-hit property sector, aging demographics and geopolitics remain headwinds to
All About Alpha: Portfolio Construction in a New Reality
Key Takeaways Unpredictable markets and elevated economic uncertainty may call for a more deliberate approach to portfolio construction. A stronger tilt toward dynamic active strategies may help deliver alpha on a more consistent basis. Allocations that mix traditional public equities and fixed income with hedge funds and private alternatives such as infrastructure, real estate and
West Virginia CIO fears anti-ESG politics threaten fiduciary independence
Like many other US pension funds, West Virginia Investment Management Board’s (IMB) proxy vote has been a lightning rod for anti-ESG sentiment. CEO/CIO, Craig Slaughter explains why he fears recent legislative changes could herald the beginning of a threat to the fund's fiduciary independence.
Reversal of investment themes demands investors change their assumptions
Investors are currently facing the end of uncertainty around assumptions they have made for decades, and need to shore up their portfolios with greater inflation protection, more active management, and by fostering innovation, according to chief strategist at the Investment Management Corporation of Ontario.
Why Asia is the future
In the midst of the great power rivalry between the US and China, “we need to carve out a future that works well for all of us” says National University of Singapore’s Danny Quah, in a talk examining the global economy and the role of Asia. Listen here.
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