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.
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New Mexico rejigs domestic equities
The investment committee of the New Mexico Public Employees Retirement Association approved a domestic equities restructure at a meeting last week. Amanda White spoke with the two joint acting CIOs, Joelle Mevi and Julian Baca, about the changes to the portfolio and the plans for the year including a fixed income and international equities review.
Complacency about liquidity a trap for institutions
Liquidity is the paramount risk factor for institutional investors to be cognisant of according to Ben Golub, vice chairman and chief risk officer, Blackrock who has co-authored a new paper outlining the risks learned from the credit crisis. He spoke to Amanda White about the suitable internal structure for institutional risk management and the risk
When should you choose an alternative to passive investing?
New research by Russell Investments’ co-chair of global investing, Don Ezra and senior lecturer at the Australian National University, Geoff Warren, presents a framework for deciding when to choose an alternative to passively investing in capitalisation-weighted indices within any particular asset class, and highlights how the debate over active versus passive investing needs to be
Mercer going cold on global shares as valuations pushed
Mercer Investment Consulting has revised down its view of global equities markets, suggesting the rally has pushed prices to fair value from their previous rating of undervalued. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CalPERS to commit $22bn to private equity
CalPERS is expecting to deploy the $22 billion in unfunded commitments of its alternatives investment management program in the next two to three years, with greater concentration among the best performing managers one of the priorities for 2010. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
“Periodic table” for investment shows case for diversification
The latest “periodic table” of investment returns – which ranks the performance of key equity and credit indices over two decades – from Callan Associates reinforces a lasting rule for long-term investors: diversification works. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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