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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German fund ÄVWL’s anti-cyclical ethos
Long-term investment in real estate, infrastructure and asset based lending, including financing ships and aircraft where traditional bank backers have fled, make up the German fund’s strategy.
Shifting the dialogue to the long term
The Strategic Investor Initiative (SII) from CECP aims to shift the conversation between companies and their investors from one about quarterly earnings to one about long-term value creation.
Maryland manager roster ready for change
Maryland is focused on improving its under-performing absolute return portfolio, reducing the number of managers and looking to new asset classes, including emerging markets and technology.
The road ahead for sustainability
David Blood, co-founder of Generation Investment Management with Al Gore, has outlined five priorities to focus the sustainable investment effort on over the next five years.
Chile’s AFP Habitat’s adventurous course
As the Chilean government tries to settle on a new pension system to replace the one set up by dictator, Augusto Pinochet, AFP Habitat remains set on its own daring path.
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