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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Slow death for Japan’s pension funds
Pensions expert, Hidekazu Ishida, talks about the state of corporate pension funds in Japan – from where they’ve been to where they’re going – and discusses some popular investment strategies.
Don’t ignore the bigger picture
Given the strong returns of yield-rich asset classes in recent years, caution should be exercised in allowing income-themes to dominate investment allocations. David Scobie of Mercer writes.
Brexit and institutional investors
What are the consequences of the Brexit vote for institutional investors with a long-term horizon? Less than what they might seem, says Stephen Kotkin. But upheaval may be likely all the same.
New York’s actions louder than words
Low emissions index is crucial to New York Common’s ongoing commitment to environmental, social and governance considerations. Amanda White spoke to chief investment officer, Vicki Fuller.
NBIM calls for more listings
Norges Bank Investment Management would like to see an increase in the number of company listings and suggests more flexibility from exchanges and index providers could facilitate this.
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