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
The twin forces rewriting the rules of investing
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
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Accountability, performance at the heart of Temasek’s three-way split
Singapore’s Temasek has unveiled its biggest organisational overhaul in more than a decade, splitting its investment portfolio into three entities to “sharpen” investment focus, boost accountability and align performance metrics. It came as the fund targets a 60/40 split between the “resilient” and “dynamic” assets to weatherproof its portfolio.
NBIM divests firms linked to Gaza and West Bank crisis
Norway’s $2 trillion sovereign wealth fund has divested from US machinery manufacturer Caterpillar and five Israeli banks in its equity portfolio as it ratchets up pressure on firms contributing to rights violations in Palestinian territories.
China’s $420b social security fund eyes ‘AI+’ theme in A-shares
China’s $420 billion National Social Security Fund is scoping out technology-related investment opportunities in domestic equities, particularly the so-called “AI+” theme where artificial intelligence is married with traditional industries to enhance profitability, which has been gathering market and political momentum.
NBIM on AI cultural and organisational integration
By the evening of August 7, the same day GPT-5 was launched by Open AI, NBIM had it available to the entire organisation in a secure and scalable way. Joined on stage by CEO Nicolai Tangen at this year's Arendalsuka, the team behind AI integration explains their aggressive approach.
Data ‘slop’ and disinformation emerge as systemic risks for investors
Will AI-fuelled misinformation overwhelm investors’ ability to make sound decisions? The Thinking Ahead Institute’s Tim Hodgson examines the systemic risks of 'data slop' and why data provenance should be a strategic priority.
Have we crossed the chasm: The future of AI and the demand for data centres
The surging interest in generative AI has triggered a technological arms race, driving demand for data centres. Investors are looking to capitalise on what is often described as a generational opportunity, but as Blue Owl’s James Clarke cautions, there are several important factors to assess in partners for the long-term.
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