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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Sovereigns versus citizens
As sovereign wealth funds continue to grow, some are running into tussles with citizens over particular investments or the purpose of the fund. Transparency and greater engagement can help.
Ericsson picking stocks again
In a move that differentiates it from the herd, the fund for employees of Ericsson, has added active long-only managers for a concentrated equities portfolio of 30-50 shares, shunning passive.
Relatively simple
Family dynamics are complex enough. Without simple, straightforward discussions and clarity of mission that resist the allure of complexity, the family office will struggle to achieve its goals.
Equity on Blue Sky horizon
Dutch fiduciary manager Blue Sky Group must navigate a regulatory environment that demands clarity for trustees as it seeks to add defensive equity in emerging markets and considers private debt.
Active? Only when necessary
High management margins and low returns will continue to push owners towards passive investments. But active managers can add value in asset classes that require special expertise or access.
AustralianSuper CIO Mark Delaney
Mark Delaney sees an opportunity to make money from Brexit and a bright side to the tumult of US President Donald Trump.
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