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
Silver is the new gold: France’s UMR targets opportunities in ageing economy
French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.
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Inflation: Short-term aberration or longer-term threat?
The rapidly increasing administration of COVID-19 vaccines, coupled with the imminent flood of fiscal stimulus from the American Rescue Plan Act, has generated widespread expectations that the US economy will boom in the second half of 2021.
Climate scenario analysis – a unique investment framework
Climate change is one of the defining issues of our age. Its physical manifestations are negatively affecting ecosystems, human health and economic infrastructure. The transition to a zero-carbon economy presents significant challenges, but also opportunities for investors.
Global economic outlook – a strong rebound, but scars will remain
Two forces will drive a strong rebound in the global economy over the next three years: widespread vaccine roll-out allowing a progressive easing of lock-downs, and additional large scale US fiscal stimulus.
Extracting growth alpha in emerging markets
Institutional allocations to emerging markets (EM) equities have increased steadily since the 1980s1, as the asset class has evolved from frontier investment to growth mainstay.
Data, decarbonization and the travel recovery
Three themes driving infrastructure are setting up a potentially strong vintage year, coinciding with stimulus programs focusing attention on the asset class.
Biden infrastructure plan
In this exclusive interview for Truthout, one of the world’s leading progressive economists, Robert Pollin, explains what Biden’s economic plan means for the majority of American people and how it will help create a somewhat fairer tax system.
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