In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with David Bell, executive director of the Conexus Institute, about a range of topics including governance models, market timing, heatmaps and early access.
NZ Super cuts benchmark return expectation on US valuation concerns
A view that the US stock market is overvalued and equity risk premia will be lower over the long term has driven New Zealand Super to lower the return expectations for its reference portfolio following its recent five-yearly review of the benchmark. Co-chief investment officer Brad Dunstan also flags underweight commodity exposure as an area to address and explains why the fund remains sceptical of illiquidity premia despite seeing a growing case for private markets.
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Asia Pacific funds passport gathers momentum
State Street has thrown its weight behind the proposal for the Asian Pacific region to collaborate on development of an ‘Asian Funds Passport’ to facilitate the growth of locally domiciled managed funds.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Private equity is not an asset class: Siguler
Is private equity an asset class? George Siguler (pictured), a doyen in the field, a former head of alternative investments for the Harvard endowment that formed his own firm, and a pioneer of unlisted investments in the BRIC countries, thinks not. He spoke with Greg Bright about the state of play in private equity. George
Funds flow to bonds. Why?
The largest bond manager in the world, PIMCO, is cleaning up. Figures from researcher and data provider eVestment Alliance show that institutional investors put more than twice the amount of money into US fixed-income funds in the past three months than any other asset class.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Indian festivities glisten as pension funds consider gold
Uncertainty about whether inflation or deflation is the greater threat in the US and Europe, coupled with record prices for – and individual investor buying of – gold, have prompted an unusual level of interest in the yellow metal by pension funds.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Hermes’ message: don’t be investment banker ‘wannabes’
Funds managers should get back to their roots, says Saker Nusseibeh (pictured), the investments chief of the £32 billion ($50.3 billion) BT Pensions Scheme’s funds management arm, and renew their long-term aim of delivering risk-adjusted alpha and stop being “investment banker wannabes”.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
It’s ‘arrivederci’ for Italian funds managers
A new regulatory environment in the Italian asset management industry could be a boon for international players as domestic firms may consider selling due to more stringent capital requirements, a study by RBC Dexia and Ernst & Young has found. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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