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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Investment strategy challenge
Roger Urwin of Towers Watson and Jaap van Dam of PGGM, report on a productive workshop at the Fiduciary Investors Symposium where delegates brainstormed ideas for the ideal investment model for the future.
Climate agreement marks turning point
Days of intense negotiations at the long-awaited COP21 meeting in Paris have seen a definitive agreement emerge on climate change.
The bioeconomy century
AP2, the SEK300 billion Swedish buffer fund, is attracted to the diversification benefits and long-term nature of timber investments.
Investors from the moon: Fama
A highlight of the Fiduciary Investors Symposium at Chicago Booth School of Business was an intimate Q&A session with the “Father of Modern Finance” and Nobel Laureate, Eugene F. Fama.
We don’t have to be friends
“I don’t have to like you, we don’t have to be friends,” says Chris Ailman, chief investment officer of CalSTRS.
Optimal factor index design?
EDHEC-Risk Institute suggests that investors should be wary when implementing factor tilts to ensure diversification still reigns.
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