Alexander Fleiss: Humility and mean reversion

I chat with Alexander, CEO at Rebellion Research, on stock selection, portfolio construction and his passion for teaching.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.

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New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.

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Jacqui Lennon: Understanding the flaw of averages

What does the 'average' retiree look like? What experiences does the 'average' retirement provide? What's the 'average' return needed to fund an 'average' retirement? How long does the 'average' retiree live? What is the reality of planning for the averag

Lara Bourguignon and Liz Hughes: Working together to improve adequacy in retirement

Australia has a world class accumulation superannuation system but with considerable imbalance across gender, employment type and education. Drawing from superannuation funds, professional advisors and consultants, this session will explore what can be do

John Daley and David Knox: Retirement policy and the economic environment

Superannuation is a key part of retirement incomes policy – but just one part. This ses-sion looks at the purposes of the system. What does an “adequate” retirement income mean? Is the Australian system delivering enough income in retirement, and will it

Raphael Sobotka: International case studies

This conversation covers some examples of the techniques deployed for thinking about decumulation using data from Hong Kong, Singapore and France.

Jason Brady: Investment opportunities during a global emergency

The global macroeconomic environment is different from a generation ago. With cash rates close to zero, and debt instruments diminishing in both yield and defensive characteristics, it is becoming harder than ever to construct income portfolios for retire

Nick Callil and Dante De Gori: Over the policy horizon

The Productivity Commission has started the journey to understanding how the super-annuation system can deliver sustainable retirement incomes. This session looks at how to deliver clear objectives that cater to diverse circumstances of retirees, especial

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