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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The low-risk anomaly in credits
In this Research Note we show that low-risk credits had superior risk-adjusted excess returns over the past 20 years. By selecting low-risk bonds from low-risk issuers, investors would have earned credit-like returns at substantially lower risk. Read more about the low-risk anomaly in credit markets using various dimensions of risk. Read the research paper »mrec4inarticleinline
The future of pension management
Keith Ambachtsheer’s fourth book, to launch next month, tackles the persistent problems in pension governance, design and investment, including the sizeable aspiration/implementation gap.
How to be more opportunistic
With proper governance, Mercer suggests the best way to create value is to establish an internal process to evaluate and capture market opportunities and give external managers more flexibility.
PFA poised for alternatives assault
Alternatives the focus for Danish fund PFA, under the guidance of Henrik Nohr Poulsen who joins from Industriens Pension.
The collective brain
The Future Fund knows exactly where its leadership team’s cognitive strengths, and weaknesses, lie. Does your fund?
A long way to go
It’s all very well to have diversity, but most people lack the tools for how to get the best out of a diverse team. Instead the reverse is true and diversity can lead to an unlevel playing field.
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