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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Finance industry resting on its laurels
The finance industry has relied on its low barriers to entry, high fees and complex language that has created enduring principal/agent problems that restrict transparency and accountability.
AP3 explores equities and alternatives
AP3 looks to diversify its equity risk through an increase in alternatives. This story explores the evolution of the allocations and how it's tackling illiquidity and volatility.
What China’s index inclusion means
The implications for investors of the inclusion of China A-shares in the wider MSCI indexes, an inevitable outcome, will be discussed at the Fiduciary Investors Symposium at Yale in October.
Finnish fund just getting started
Created two years ago when two of Finland’s largest pension funds merged, the country’s “new kid on the block,” Elo, is building its in-house capabilities.
The benefits of alignment
Funds managers should always be open to ways to improve mechanisms for stronger investor alignment, writes Mercer principal, David Scobie. But there are several factors to consider.
Denmark’s PKA profits on alternatives
In one of the biggest allocations among the fund’s Danish and European peers, PKA has grown its alternatives portfolio to account for 25 per cent of assets under management.
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