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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Too much of a good thing
Experts at the Thinking Ahead Institute outline the pitfalls of implementing team diversity, , when too much diversity fails us, and how organisations can be champions for change.
Income the key dimension
Risk should be defined as the inability to meet retirement income goals, so investors and their managers should forget alpha and other “distractions”, according to David Booth.
SPP moves in as banks move out
Sweden’s SPP Livförsäkring is shifting its allocation in favour of more illiquid assets, and alternative risk premia, to escape enduring low interest rates.
Investing in volatile markets
The Future Fund portfolio has material exposure to two asset classes out of favour with many long-term investors. Chief investment officer, Raphael Arndt, explains why.
Trading rules and infinite monkey theory
Common sense must be applied to statistical data and rules-based investing should only be adopted with caution. Investors should prepare for the inevitable moment when the game suddenly changes.
Rising from the ashes
Ireland's Strategic Investment Fund will play to its strengths in evolving a strategy to invest a further €5.6 billion across the capital structure and for the long term.
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