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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Pay for performance
Pension fund executive pay varies widely around the globe, with differences based on internal management and alternatives exposures. Amanda White examines pension fund executive pay.
Analysing smart beta performance drivers
Researchers at EDHEC caution against oversimplification and call for detailed analysis of smart beta strategy performance that takes into account specific properties of the respective strategies.
Investor pressure on fees
Recent institutional investor pressure is changing the nature of private equity transparency and reporting of fees. An in-depth analysis of the changes.
SWIB sits out the long winter
SWIB is in unprecedented territory with half of the fund’s assets in passive strategies. But it is building a portfolio of hedge funds and an internally managed, multi-asset division.
Factor Investing Book, 2nd edition
The 2nd edition of Robeco’s Factor Investing Book is out, which brings together ten articles that Robeco researchers have published over recent years. The book consists of three parts: strategic allocation to factor premiums, understanding the factor premiums and how to implement factor investing in an efficient way. Request a hard copy of the book »
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