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.
Sort content by
SeLFIES a good look for retirement
Government bond instruments linked to the standard of living would have the three effects Australian Treasury wants from a CIPR - constant income, longevity risk management and access to capital.
OPTrust ready to jump on bonds
Staying fully funded is priority for the C$20 billion OPTrust, reflected in everything from the name of its annual report to its scaling down of equities, to manoeuvring for high-yield debt.
FSBA pounces on high valuations
The $204 billion Florida State Board of Administration has decided today's market is overpriced and is unloading private equity and real estate to re-deploy capital for higher long-term yields.
Humans still have some edges on AI
Is it time to replace living portfolio managers with software? Probably not but AI will force people to focus on providing what machines can't. Check out where humans still outperform technology.
Culture, structure for the long term
Ten Ideas to Foster Long-term Investing is the last of three related papers. The trilogy offers concepts and actions for pulling away from short-term thinking. Here are some of the key steps.
MSCI leaves out suspended A-shares
A handful of companies halted trading this week, prompting MSCI to drop plans to add them to its emerging markets index as it made the long-awaited inclusion of 229 China-listed stocks.
Leave a Comment
You must be logged in to post a comment.
Login