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
The twin forces rewriting the rules of investing
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
Sort content by
Switzerland’s MPK taps gains in gold, equity and real estate
Stephan Bereuter, CIO of Switzerland's Migros-Pensionskasse (MPK) explains why he favours gold, and argues that after three years in the doldrums core real estate opportunities are starting to open up.
Lessons in governance at Alaska’s APFC
At a recent board meeting, trustees at Alaska's sovereign wealth fund APFC garnered insights on governance from recent turmoil at PSERS' and Ohio State Teachers.
OMERS positions to buy, favouring North America
Only two years into the top investment job at OMERS, Ralph Berg has made his mark, dramatically re-engineering the investment programs, adjusting the geographical focus and getting ready to buy as M&A markets open up. Amanda White reports.
Reasons to be bullish on China’s financial markets: Top economist
Investors have plenty of reasons to be bullish about China’s financial markets in 2025, according to one of the country’s top economists, as tech stocks continue to rally and expectations grow that the central government will soon shift to a looser macroeconomic policy stance.
CalPERS board ponders the risks of TPA
CalPERS CIO Stephen Gilmore talks the board through their role in setting the risk parameters behind a Total Portfolio Approach. The investment team hope the board will have selected its level of risk tolerance by November off which a TPA strategy can launch in July 2026.
Systemic impacts in pension systems: Perspectives from ‘down under’
New research investigates the systemic impacts of the large and growing superannuation industry in Australia highlighting two main concerns, that may differ from what you expect, and drawing conclusions for other evolving defined contributions systems.
Leave a Comment
You must be logged in to post a comment.
Login