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
Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution
Florida State Board of Administration has built an active credit portfolio spanning public and private markets, CIO Lamar Taylor says the initiative could be the first step in a broader shift away from traditional asset-class investing towards a framework centred on return drivers and risk exposures.
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Economic growth outlook positive but integrity needs work
The outlook for economic growth this year is markedly positive, compared to last year, but capital market integrity is not improving, according to the opinions of more than 6,000 CFA Institute members. The CFA Institute global markets sentiment survey, measures the views of its members on market integrity and economic issues. This year’s survey, which
Hermes EOS Q3 13 Public Report
Too many companies are unprepared for the growing threat of a cyber attack. Investors have a role to play in ensuring this risk is firmly on the agenda.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
China: why lower growth is good for you
In this edition of the Gemologist, we’ll look at the likely trajectory of the world’s second biggest economy in the light of this, argue why low growth could be better for investors – and show where we are finding value.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
ESG investing Does it just make you feel good, or is it actually good for your portfolio?
Investing with consideration of environmental, social and corporate governance (ESG) criteria has increased significantly in recent years. However, for a long time, the perception of investors was that ESGfocussed investing detracts from investment performance. This perception is starting to change. In this paper, we show that focussing on ESG factors can enhance returns. In particular,
Data doesn’t lie: illiquidity premium doesn’t exist
There is no 3 per cent illiquidity premium in private equity, according to research by CEM Benchmarking. A cost drag on private assets cancels out the returns of investing in private equity and real estate for those investors that outsource to external providers, the research finds. CEM Benchmarking, which has a database of 354 pension
World Economic forum identifies global risks
The World Economic Forum’s 2014 Global Risk report, has implications for investors. The report, released ahead of next week’s meeting in Davos, highlights how global risks are not only interconnected by also have systemic impacts. The risks were broken down into economic, environmental, geo-political and social. The seven economic risks were: fiscal crises in
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