In this episode, Amanda White, director of institutional content, Conexus Financial, chats with Andre Snellen, chair of the Pensioenfonds Detailhandel in the Netherlands about what Australia can learn from other systems around the world.
COAERS finds rich pickings in PE secondaries; warns of retail risk DRA
The exit drought and extended holding periods in private equity is causing mounting pain for many LPs. But for Austin-based COAERS, it is providing ample market to pick up bargains in the secondary market. Sarah Rundell spoke to CIO David Kushner.
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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.
Asset owners must prepare for ‘fast and furious’ AI debt wave
Corporate AI implementation is accelerating, not decelerating, all around the world, and the capital need is vast, with significant debt issuance still to come. Asset owners have to decide where they want to get involved, and how.
Credit market flashes warning sign for software investors: SVP
The credit market is seeing elevated default rates that could climb over the next few years, spelling trouble for software investors, according to the founder and CIO of Strategic Value Partners. Red flags are also showing up in private credit.
Investors head back to EM as US tech capex bill mounts
US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
China tech rivalry is ‘existential’ for the US – and diversification
Decades of US economic and financial supremacy have made diversification away from it a drag on returns for many investors, but the forces that have underpinned that supremacy may now be coming to an end.
AustralianSuper built scale – now its new CIO needs to make it work
The $295 billion AustralianSuper has spent two decades building scale, but Shaun Manuell's task as the fund's new chief investment officer is to ensure Australia's largest pension fund can operate effectively with it. As short-term performance pressure mounts on the fund and its assets set to hit A$1 trillion ($718 billion) by 2035, the local equities boss-turned-CIO will see his legacy defined by whether he can transform AustralianSuper from a domestic giant to a global leader.
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