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.
Sort content by
Gore spruiks sustainable investment
Former US vice-president Al Gore told the Milken conference the world has all it needs to turn potential environmental disaster into the biggest investment coup ever - with the right approach.
Capital markets look strong: panel
Market fundamentals are in great shape and a return to normal volatility won't change that, although debt and cyber-risk are potential dangers, a panel of executives told the Milken conference.
Managers want more public companies
Individual investors are being denied access to tech shares and other growth because fewer businesses are publicly listed, a panel of asset management executives told the Milken conference.
Pensions embrace short-term caution
Large pension funds are being cautious in current markets and are looking to "batten down the hatches", a panel of investors told delegates at the Milken Institute Global Conference in LA.
Mercer touts ESG integration, SDGs
Embedding ESG factors into investment decision-making processes makes related risks more apparent, while strategies based on SDGs align portfolios more closely with long-term wealth creation.
Chinese market’s many pros and cons
The Asian giant has a vibrant tech sector, a growing middle class, and a government making changes to improve access. It’s enough to make many take on the market’s volatility and other issues.
Leave a Comment
You must be logged in to post a comment.
Login