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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A ‘Sputnik Moment’ with China?
Whither United States-China? Stephen Kotkin, Professor in History and International Affairs at Princeton University and adviser to conexust1f.flywheelstaging.com, discusses the changing nature of the complex relationship between the US and China and the struggle underway as these two large economies find their positions in the economic and technological hierarchy. So what should investors watch for?
Investors mull UK equity tilt on Brexit
Senior investment director on Cambridge Associates' global investment research team, Michael Salerno, analyses the impact of Brexit on UK equities, the British pound and tactical asset allocation.
Dutch fund prioritises labour rights
The €9 billion ($10 billion) Dutch fund for disabled workers, PWRI, has introduced a proprietary index that tilts towards companies that prioritise workers’ rights and health and safety issues. It’s a revolutionary approach to reflect the fund’s distinctive ESG priorities and a guide for other investors wanting to prioritise the “s” in ESG.
Private equity delivers for NYC funds
In an investment milestone, each private equity allocation for the five pension funds that comprise New York City Retirement Funds experienced net internal rates of return (IRR) of over 10 per cent since inception in the third quarter of last year.
NZ investors act on terror attack
New Zealand’s largest investors are urging Facebook, Google and Twitter to take more responsibility for what is published on their platforms, following the live-streaming and sharing on social media of last week’s Christchurch terror attacks. They are calling on other global investors to act with them.
Geopolitics: portfolio implications
For most investors recognising whether geopolitical tensions are a short term blip, or a long-term systemic shift is key to understanding how those risks inform investment decisions. Amanda White spoke to investors about the impact of geopolitical risk on their portfolios.
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