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
Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution
Florida State Board of Administration has built an active credit portfolio spanning public and private markets, CIO Lamar Taylor says the initiative could be the first step in a broader shift away from traditional asset-class investing towards a framework centred on return drivers and risk exposures.
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FIS 2020: Positioning portfolios
For some investors, plunging equity valuations in March were an opportunity to ‘get back in’ at reasonable prices. More recently the rapid recovery has been a cause to position conservatively once again.
FIS 2020: The policy response
FIS 2020 will discuss how the unprecedented government stimulus in response to the pandemic could affect investor returns and specific allocations. Areas of concern include a sharp rise in zombie companies kept afloat by government support.
What does the future look like
Given the disruption and chaos currently facing the world, society and economies, this session looks at what an imagined future would look like.
The vaccine
This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.
Ways to change the world
In conversation with the current recipient of the Nobel Prize in Economics, Esther Duflo, this session looks at the phenomenon of inequality and the way in which economics and finance can help meet the challenge for a better, more equal, world.
Leadership for a sustainable recovery
What does a sustainable recovery look like and how can institutional investors collaborate to make sure it happens?
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