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
What comes next for US-China relations
Investors should expect more friction between Washington and Beijing over technology and Taiwan in the years ahead, according to Jake Sullivan, former national security advisor to Vice President Biden during the Obama administration. Meanwhile, the rise of middle powers is a geopolitical theme to watch.
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If macro is back, who you gonna call?
Is stock picking dead? Fiduciary investors should be starting to wonder, given the cross-sectional volatility of markets over the past three years. But this seems counter-intuitive. Managers have told us we are in a “stock-picker’s paradise”.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Beating risk with alternatives
In an attempt to reduce tail risk, a large US west coast endowment allocated up to 15 per cent to a Man Investments’ portfolio of alternative strategies that includes global macro and managed futures.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Inflation considerations for asset allocation
The first of a two-part series by AQR provides some analysis for investors deciding how to position a portfolio for various inflationary environments, and clarifies some misconceptions about inflation, and inflation-linked assets. The second paper will discuss the potential risks and rewards of holding various assets during distinct economic environments. Inflation in 2010 and Beyond
CIC expands global reach
The Chinese Investment Corporation will hire a throng of investment professionals to join its nearly 200-member global investment team, following the second meeting of its international advisory council in Shanghai this month. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
What now?
This RogersCasey position paper examines the inflation-deflation debate, and the strategic role of real assets in portfolios, concluding there will be higher volatility around long-term average inflation, and that clients should diversify away from US treasuries to protect against sovereign risk. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Canadian penchant for fewer, bigger funds hits Australia
The similarities between Canada and Australia are often remarked upon, and they could be about to extend to pension management if an ambitious plan for a ‘mega-merger’ among Australian state-based funds comes to fruition.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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