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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China, US rivalry looks volatile
Are the two world powers on a collision course for war? Could global investors get smashed between the two? Unfortunately, the answers appear to be yes and yes.
UTIMCO aims for ‘total alignment’
A new strategy reigns at the U. of Texas endowment, designed to help chief executive and CIO Britt Harris build on an already stellar reputation for adding talent and helping it thrive.
Ambachtsheer’s long-term premium
Finance professor Keith Ambachtsheer has outlined a trio of possibilities for coming decades. One is a rosy outlook, two are more pessimistic. But no matter what, he sees a long-term premium.
Denmark’s PKA goes for wind farms
The top-five Danish pension fund, PKA, has made a bigger push into alternatives than its peers, and a good chunk of that allocation comes from direct investment in offshore and onshore wind farms.
Tell the PRI how to empower you
With its new survey of asset owners, the Principles for Responsible Investment hopes to learn ways to help an incredibly diverse range of signatories build true value for their beneficiaries.
NEST’s flexible default pension
The workplace pension asked its members what they wanted during the decumulation phase. The answers led to a default product that aims for assurances in older age, while still offering options.
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