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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Industriens seeks more in renewables
Fresh off a windfall from green-energy assets in Asia, Denmark’s $26.9 billion Industriens Pension is looking to employ the model in Africa and Latin America, where it has a track record.
TCFD advances Carbon Disclosure Project
As the CDP turns 18, its founders’ dream of universal reporting of climate-change data is closer to reality than ever, thanks to standards and guidelines the TCFD has released.
Tech alters infrastructure assets
AI and other advances are making assets like toll bridges more challenging. Opportunities are emerging from privatisation but the days of 'set-and-forget' may be coming to an end.
Looming downturn forces moves
Asset owners are diversifying, cutting costs and allocating assets to low-volatility strategies to put their portfolios in position for difficult times, a high-level panel discussion found.
Bridgewater urges investors to get real
Investors need to face the reality of lower returns and adjust their portfolios accordingly, the co-CIO of hedge-fund giant Bridgewater said.
Steps beyond carbon footprinting
Merely capturing carbon data doesn't do enough to inform asset owners about environmental risk but models and technology are emerging to do the job, the Smith School's Ben Caldecott explains.
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