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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Asset owners rethink private equity
As structural shifts in the asset class have reduced persistence and returns, even long-time players have had to re-think strategy. So how have they adapted?
Private equity persistence slips
Private equity is undergoing a structural change – with persistence and performance waning – but co-investment may not be the panacea, MIT’s Antoinette Schoar discovers.
Evolution key to top funds’ growth
The last decade was full of growth for large asset owners. To write a similar story over the next 10 years, they’ll need the self-awareness to fuel the good governance necessary for success.
Nationwide likes private markets
Find out how the UK’s $7.1 billion Nationwide Pension Fund has built its alternatives portfolio from nothing to 20 per cent of its assets, by targeting opportunities larger players won’t touch.
Time for a globalisation rethink?
There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.
ESG policy initiatives gain momentum
PRI is working on aligning Europe’s financial system with sustainability objectives, as ESG-related initiatives gain momentum globally. Head of policy and research, Nathan Fabian, explains.
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