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
Why sustainability pays for US timberland manager RMS
Alabama-based timber manager RMS has developed its own index to measure biodiversity in its forests. The move is in response to a jump in the number of asset owners asking biodiversity questions.
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Towers Watson: complexity coming straight at you
To be a long-term investor requires thematic investing because markets and economies are complex adaptive systems, according to Tim Hodgson, global head of the thinking-ahead group at Towers Watson. Hodgson told delegates at the Towers Watson Ideas Exchange in Sydney that economies and markets are complex and adaptive, their path is not random and the
AP7 accelerates equity returns with leveraging
The SEK150-billion ($22-billion) AP7 fund supplies the cream on the top of the Swedish public pension system. It essentially delivers premium pensions (in addition to the much larger pay-as-you go component) with a generous dose of equities. It has been able to further sweeten its offering by leveraging the main chunk of its portfolio. AP7
BT scheme treads carefully in emerging markets
Sunil Krishnan, head of market strategy at $62-billion British Telecom Pension Scheme Management Limited (BTPS), the United Kingdom’s largest pension fund for employees of global telecoms operator BT Group, has sage advice for investors contemplating their exposure to emerging markets. Examining the pros and cons of the asset class, Krishnan counsels caution. Speaking at a
Hintze: people are
hungry for alpha
Interest rate risk is the biggest threat to portfolios and the chances of inflation are very high, according to Michael Hintze, founder and chief executive of CQS, who spoke at the AIMA Australia Hedge Fund Forum on September 10. Hintze believes there is a great deal of moral hazard in today’s markets, mostly in money
Steady defense turns the wheels at Vervoer
Patrick Groenendijk, chief investment officer of €14-billion ($18-billion) Dutch fund Pensioenfonds Vervoer, seems to be well aware of the value of stability to investors, having striven to find the fund’s ideal fiduciary manager, keep faith in a defensive investment strategy and stay at an arm’s length from government investment initiatives. The Vervoer fund has been
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