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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CALPERS’ chief navigates ‘perfect storm’
Outgoing CaIPERS’ CEO, Anne Stausboll, talks to Amanda White in an exclusive interview, about her passionate views on sustainability, simplifying the portfolio, and where improvements are needed.
PSERS CIO drives diversification
James Grossman, chief investment officer of the Pennsylvania Public School Employees Retirement System, talks about driving diversification and the opportunities in corporate debt.
Low-volatility evidence dating back to 1873
As new historical databases are opening up, there are great opportunities for out-of-sample tests of market anomalies. Research shows that the volatility effect also existed in the 19th century. Read more »mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Not all fees are created equal
Could investment management fees be different? Nick Sykes at Mercer, suggests that an alternative fee structure that focuses on “idiosyncratic alpha” could benefit asset owners and managers.
No surfing safari for HIERS in Hawaii
CIO of Hawaii’s largest pension fund has his work cut out to return the $14.1 billion Employees’ Retirement System back to the black. Vijoy Chattergy spoke about plans to crisis-proof HIERS.
Opportunity in the making
It is more than ever a “market of credits” rather than a “credit market”, according to Mercer, affording those with rigorous research coupled with patience, capital and flexibility the potential
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