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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PRI signatories to set priorities
PRI’s draft 10-year responsible investment blueprint will address desirable characteristics, drivers of change, and risks and opportunities within the financial system. Feedback from signatories will set priorities for the next decade.
RI integral to fiduciary responsibility
Investors, including ABP and EAPF, outline how they are putting their money where their mouth is with clear action plans to de-carbonise their portfolios and push for policy action on climate.
Pinpointing the price on carbon
World expert on climate change policy modelling says price of carbon should be $100 a tonne.
Investors unite on long term investing
The Fiduciary Investors Symposium at Cambridge University brought together 115 investors from 15 countries to discuss the challenges and opportunities of long-term investment.
Investing in the real world
The Fiduciary Investors Symposium is a good guide to the mood of global investors, and the have their eye on the "real world". Amanda White opines.
TIFF shapes new strategy for returns
The Fund for Foundations’ new strategy relies on strong manager selection with increased equity allocation and diversification. The fund is hiring managers in equities and hedge funds.
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