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
Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come
China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.
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The big book of SI
It is with great pleasure that we present to you our Big Book of SI. We firmly believe in sustainability investing, and think all the stars are aligned for this investment discipline.
Sweden’s AP2 takes bigger bites of China
The European pension fund has been increasing allocations to China A-shares and to Chinese bonds. The fund is managed primarily in-house and has crafted bespoke indices for ESG integration.
How the UK’s MNOPF got on course
Rory Murphy, chair of the Merchant Navy Officers Pension Fund, recounts the scheme's journey to delegating investment decisions and says being a good trustee is all about steering the ship.
Textron seeds new products for edge
The $10 billion Textron pension fund lowers fees and increases its influence by backing new product designs with capital. CIO Charles Van Vleet embraces active and some blasts from the past.
Lay trustees still play vital role
Corporate failings and their impact on UK pension schemes are damaging the reputations of lay trustees, but they remain critical assets for pension boards, professor Robin Ellison argues.
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