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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Real investors properly align interests
A good investor must be proactive in determining the fee structure and legal terms in a fund’s documents. Funds that fail to get interests properly aligned on such issues will pay a price.
OPTrust focused on pension obligations
OPTrust CIO James C. Davis discusses the fund’s member-driven investment philosophy and how it is transforming OPTrust into a pension-management organisation focused on remaining fully funded.
Nationwide ignores disruptions, succeeds
The Nationwide Pension Fund restructured its C&D section with a strategy that slowly cut risk over time and ignored the many recent disruptions to global markets. The results were impressive.
Cbus CIO duo talk secrets of success
The CIO role of the Australian construction industry fund, Cbus Super is shared. Here we examine the success of that partnership and the fund's plan to bring up to 20 per cent of assets inhouse.
Beware the hidden dangers of exotic ETFs
When an exchange-traded fund isn’t closely matched by its underlying components, liquidity can dry up, credit risks can emerge, and other factors can eat away at expected returns.
Looking for illiquidity
National Employment Savings Trust CIO Mark Fawcett says the fund is leveraging its growth to pursue illiquid assets for premium returns, greater diversification and reduced volatility.
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