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.
Sampension: Why there are many reasons to be optimistic
Now is not the time to reduce risk, argues Henrik Olejasz Larsen, chief investment officer of Sampension, Denmark’s $50 billion pension fund for public and private sector employees. In an interview with Top1000funds.com, he says corporate profits have not deteriorated, and although the market has been tested from multiple directions, the underlying optimism driving equities is strong enough to overrule the negative impact of geopolitical risk.
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Investors can’t afford to ignore China risk: Kotkin
A video interview with geopolitical expert Professor Stephen Kotkin looks at the investor implications of the Russia Ukraine conflict, the recalibration in the US China relationship and where the "real" geopolitical risk lies.
Why asset owners need to become ‘technologized investors’
The use of technology has the potential to transform the investment industry bringing down the cost of asset management, exponentially increasing innovation and building more resilient and adaptive portfolios. So investors need to move now to keep pace with the change. Amanda White talks to Herman Bril.
Switzerland’s Migros profits from unique aspects of Swiss property market
Swiss pension fund MPK has withstood a difficult year in bonds and equities thanks to its large allocation to real estate. More people tend to rent than buy apartments creating steady demand for rental properties, says CEO Christoph Ryter.
The ultimate trophy asset: When prestige is more important than returns
Forget returns. The Gulf SWFs vying for ownership of European football clubs are after amenity value, soft power influence and winning regional rivalries. The returns only come at the end when they sell these trophy assets… as long as there are enough billionaires in the world to buy them.
Alaska grows wary of private equity
Alaska's CIO Marcus Frampton explains why he's keen to pare back private equity. Writing smaller cheques comes with consequences but he'd rather get the right portfolio exposures ahead. Absolute return and RE become a focus.
Denmark’s AkademikerPension takes on the banks financing fossil fuels
Engagement by Denmark’s AkademikerPension forced Dankse Bank to rethink financing fossil fuels. CIO Anders Schelde believes this represents a new frontier in institutional investor pressure on the fossil fuel industry that will work because financing oil and gas is not a core business for banks.
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