This quarter has seen a perfect storm of challenges to Australian society. The bushfires, the escalating coronavirus pandemic and a global shock to output and the economy have produced unprecedented turmoil in our communities. This session will hold a candid conversation about the role of financial services in holding the nation together.
Speaker: Geoff Lloyd, chief executive, MLC
Moderator: Colin Tate, chief executive officer, Conexus Financial
Length: 38 mins
A concentrated bet on fewer, better GP relationships is paying off for one of Australia's largest superannuation funds. Built on selective manager and deal selection rather than a broad roster, the A$112 billion ($78 billion) Rest Super delivered private equity returns more than double the peer average last financial year, as the fund proactively courts top-tier PE firms instead of waiting to be approached.
With digital infrastructure projects like hyperscale data centre facilities becoming bigger, more complex and more costly, Blue Owl’s Robert Hartog believes that investors should begin to take part in what he describes as a “generational market opportunity.”
Asset owners continue to weigh up the shifting risk-return attributes of the booming data centre sector including deal structures, refinancing, energy requirements, and the future of AI.
If CalPERS had put more money into the Silicon Valley companies in its own backyard earlier it might be fully funded by now, jokes its sustainable investment head. But it won’t miss the same opportunities in climate investing.
The artificial intelligence revolution is taking place against a backdrop of rising fiscal deficits and a realignment of the geopolitical order. Applying cutting-edge AI technology to navigate markets is helping asset managers such as Bridgewater make sense of a shifting landscape.
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The inexorable rise of AI is increasing energy demand around the globe, but the technology itself is also enabling greater efficiencies. Assessing its real impact requires an understanding of both its “footprint” and its “handprint”, and its impact may not be as dire as we’ve been led to believe.
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