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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Better balance your beta
The most important thing investors can do given the investment environment is to balance their beta to account for the wide range of potential outcomes, says Greg Jensen, Bridgewater co-CIO.
ATP’s new risk lens
The giant Danish fund, ATP, now views the return-seeking part of its investment portfolio through four risk sectors, allowing an easy comparison of investments across asset classes.
Minnesota’s push into passive
A disillusionment with active has led Minnesota to double its passive allocation in public equities, a strategy that sits alongside a commitment to long-term investing in private markets.
Rhode Island goes back to basics
The Employees Retirement System of Rhode Island is looking to cut management fees and slash hedge fund allocations over the next two years, on the heels of lagging returns.
Better decision-making from diversity
Gender diversity is only part of the story when it comes to creating a robust and diverse investment culture. Clare Armstrong writes how Mercer keeps its teams on track for the best outcomes.
How GPFG built its property portfolio
In the six years since Norway’s finance ministry approved the $871 billion Government Pension Fund Global invest in foreign real estate, its real estate arm has built a substantial portfolio.
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