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.
Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come
China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.
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Investors unite against modern slavery
The finance industry can not end modern slavery and human trafficking but it will not end without the finance industry. Head of ESG at NZ Super, Anne-Maree O'Connor, says investors can engage in a new report ‘Finance Against Slavery and Trafficking,’ to learn more about the specific role that they can play in making slavery a thing of the past and help achieve the SDGs.
Michael Recce: The goldilocks approach to neuroscience, AI and investing
Apologies for the sound here, this interview was recorded using Skype and occasionally the quality drops. I chat with Michael, Chief Data Scientist at Neuberger Berman, on using alternative data sets to improve insights into portfolios, deep diving int
Looking less at the scoreboard
Traditional performance monitoring reports do more harm than good, argues Phil Edwards, who suggests a more effective monitoring framework shifts the focus away from performance numbers and towards the fundamental characteristics of the stocks held in the portfolio, perhaps borrowing some elements from private markets.
Decarbonisation linked to better returns
As concerns about climate change reach fever pitch, Harvard Business School has published a report that shows investment strategies that “aggressively’ reduce carbon emissions can significantly boost fund performance.
The reason behind fee falls
Fees have declined significantly in a number of asset classes since 2016. Fund of hedge fund fees for example have fallen by more than a quarter in that time. Kathryn Saklatvala from bfinance discusses why.
FIS Harvard 2019 podcasts
The Fiduciary Investors Symposium at Harvard University brought together more than 85 asset owners from 20 countries to discuss globalisation, human capital, inequality, longevity, technology, medicine and ethics, and the role of institutional capital in creating real change in the world. We were joined by many distinguished speakers and have put together a podcast series of our favourite sessions.
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