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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Fundamentally rewiring finance
The better aligned a society’s financial institutions are with its goals and ideals, the stronger and more successful the society will be.
Balancing the long and short of it
Recent reports highlight challenges sovereign wealth funds face in reconciling long- and short-term objectives – and how success in private markets comes from finding and developing talent.
CalPERS did well to snuff out tobacco
We can debate the certainty of risks and returns, but maintaining that investment in tobacco is in the best interests of ordinary workers is clearly becoming an increasingly difficult position.
Year in review
Analysing the most read stories of 2016 reveals some interesting trends. Overwhelmingly the most popular investment stories have been about fees and issues of sustainability.
What the ‘Phi’ is wrong with investors?
New research has found that organisations and teams with more altruistic motivations for working in the investments industry are also more likely to deliver superior long-term returns.
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