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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Macquarie: Deglobalisation the next inflection point in real assets
Global governments are partnering with private investors to boost their domestic infrastructure and become more self-sufficient in a geopolitically fragmented world, according to Ben Way, global head of Macquarie Asset Management, who said that constrained public balance sheets are increasingly reliant on private capital to meet their infrastructure needs.
Investors put private equity performance under the microscope
Investors are seeking better performance attribution in private markets to better understand underlying return drivers – especially in private equity, where metrics such as IRR or multiples are increasingly criticised for being opaque. HarbourVest made the case for an alternative attribution method at FIS Harvard.
The ‘space economy’ is a legal and literal vacuum for investors
The looming SpaceX IPO has put the spotlight firmly on the so-called ‘space economy’, but asset owners have been urged to exercise caution about investing in a sector that still resembles the wild west, with no legal or governance framework to protect capital. That’s not to say money will not be made, but it might not be in the areas investors first expect.
Photo gallery: Fiduciary Investors Symposium 2026 at Harvard University
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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.
CPP outlines risk playbook for a new world order
The $570 billion CPP Investments is strengthening efforts around scenario analysis as volatile fiscal, geopolitical and economic risk factors plunge the macro environment into a state of flux, with the fund naming four scenarios for the future world order within its risk management framework.
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