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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LASERS targets alternatives
The $12 billion Louisiana State Employees’ Retirement System is overhauling its multipronged alternatives portfolio to concentrate on top-performing allocations and shake up the manager roster.
Temasek seeks tomorrow’s champions
The $203.5 billion Temasek is making plenty of shifts in its flexible equities portfolio, to target markets, sectors or entities with the competitive advantage for global growth.
CPPIB active in emerging markets
The Canada Pension Plan Investment Board has increased its focus on emerging economies, using active management to access local expertise and maximise its advantages of scale.
If the gold asset fits, wear it
The debate over gold’s value as a financial asset will always be intense. But investors should look past the rhetoric to the evidence, when making a decision about whether it’s right for their po
Strive for elegance on fees: consultant
Albourne's John Claisse says hedge funds must make more flexible arrangements with managers to survive and points to the ‘1 or 30’ model for its simple approach to putting the focus on alpha.
A more realistic look at risk
The University of California’s Rick Bookstaber argues that risk management should move from static equations to more realistic models in which outcomes depend on multiple agents.
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