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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Global uncertainty requires risk rethink
Chief risk officer at the World Bank Group, Lakshmi Shyam-Sunder, says the extreme uncertainty of the global economy requires a new risk management framework, and investors should not take anything for granted in scenario planning. The World Bank has revised down its estimates for global growth to below 3 per cent.
Is active investing doomed?
In what might be seen as a boon, or at-least a close escape from extinction, a review of academic literature finds that investors should not entirely rule out using active funds management. The academic evidence is not sufficient to write-off an active approach, says Geoff Warren, it just depends on the circumstances.
Hong Kong’s corporate governance waning
Why the Asian Corporate Governance Association wants more ESG from HKex.
AP1’s young, quant team making change
Dmytro Sheludchenko, part of the internal quant team at AP1, underscores how leading pension funds are building internal young teams to embrace technology, look beyond short-term implementation to focus on long-term value, and draw expertise from the vast amounts of data in today’s new investment landscape.
FIS Stanford Photo Gallery
View photos from the 2018 Fiduciary Investors Symposium, held at Stanford University, United States.
CalPERS wrestles governance change
CalPERS is poised to reduce the number of investment committee meetings, and the size of the committee, as it strives to boost returns.
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