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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Campbell Harvey: cautiously optimistic
Campbell Harvey, Professor of Finance at Duke University, is optimistic there will be a vaccine developed in the fourth quarter of this year, a period where he also predicts a return to economic growth. However inflation is his biggest fear.
Marks: is it time to be aggressive?
When assets prices are well below their intrinsic value it is a trigger for founder of Oaktree Capital, Howard Marks, to become “incredibly aggressive”.
Sustainability Digital 2020 Live Stream
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Navigating a pandemic-driven crisis
A new report by Mercer, COVID-19 – Investment Governance and Strategy to Navigate a Pandemic-Driven Market Crisis, examines how large asset owners are finding ways to pursue attractive risk-adjusted investment returns while also taking investment actions to help mitigate and address the impact of the COVID-19 pandemic through investment governance.
MMT: unemployment a policy choice
Unemployment is a policy choice, according to Professor Bill Mitchell, the father of Modern Monetary Theory (MMT). He says there is no reason that unemployment should be at the current levels.
Finance industry behind no tobacco
The World Health Organisation's director general, Tedros Adhanom Ghebreyesus has called the Tobacco-Free Finance Pledge the missing piece in the fight against tobacco. Credit Agricole and Amundi Asset Management have become the latest signatories to the pledge, in what is a timely decision ahead of World No Tobacco Day on Sunday.
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