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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Dangers, and opportunities, lie ahead
Against a backdrop of geopolitical tumult, Mercer’s Phil Edwards outlines four developments investors will need to consider when building and adjusting their portfolios for the year ahead.
Wellcome sterling bet eases Brexit pain
Calling sterling correctly ahead of Brexit and sitting patiently in large caps are key components of Wellcome Trust’s success, which means more money for fighting drug-resistant infections.
KWAP charts alternative course in 2017
Malaysia’s KWAP fund for public officials will further diversify its asset allocation in the year ahead, increasing investment in alternatives; it will also continue to pursue sharia compliance.
OPTrust is making investment look easy
Canada’s OPTrust has impressive stats. In 2015, it returned 8 per cent and remained fully funded. Its plans for the year ahead include infrastructure, hedge funds and managing even more in-house.
Distressed Kentucky fund regroups
A struggling pension fund for Kentucky employees has cut back on hedge funds while remaining averse to long-term risk and hopeful of a better climate for US equities to help it recover.
Tough climate marks value in governance
The link between better governance and stronger returns lies somewhere between faith and fact; however, in a historically tough climate, the argument for best practice seems overwhelming.
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