In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Amara Haqqani, director, insights and strategy at Milliman, about grassroots conversations about stopping the super guarantee, the industry’s Copernican moment of kicking product to the kerb, and what the real black swan event has been for super during the Coronavirus crisis.
Amara Haqqani: Super in 2020 – Copernicus, Warren Buffet’s swimming naked, and pitchforks in the street
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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How to build portfolios if the recent ‘new normal’ isn’t normal at all
The key to constructing investment portfolios with resilience to rapid and unexpected changes is to remain humble, interrogate the data, and not be fooled into thinking the future can be predicted perfectly, according to head of multi-asset strategy APAC for Wellington, Nick Samouilhan.
Anchoring to traditional portfolios is the world’s biggest investment risk
Bridgewater has a house view that the world is moving into a period of macro-volatility and global conflict. But despite the myriad geopolitical and environmental risks facing investors investors’ unwillingness to break with the model portfolios of the past presents the greatest threat to institutional portfolios.
Investors urged to allocate more and get boots on the ground in Asia
The economic fundamentals of Asia dictate that asset owners should lift their allocations to the region, and a panel at the Fiduciary Investors Symposium - including chief of APG in the region - heard the best way to exploit the emerging opportunities is to have investment professionals on the ground.
China experts split on the nation’s financial policymaking capability
The strength of China’s national leadership remains a central topic for avid China watchers around the world. As the nation heads into a structural reshuffle of its economy, investors, researchers and political scientists have different views on Chinese policymakers’ ability to work with the financial market from this point on.
Asian investors reveal home bias challenges
For investors based in Asia, a home bias can throw up some challenges that affect investors homed in other regions much less. Three Asia-based investors - Temasek, Brunei Investment Agency and Khazanah - outlined to the Fiduciary Investors Symposium in Singapore last week how they face into those challenges.
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