Jacqui Lennon: Understanding the flaw of averages

What does the ‘average’ retiree look like? What experiences does the ‘average’ retirement provide? What’s the ‘average’ return needed to fund an ‘average’ retirement? How long does the ‘average’ retiree live? What is the reality of planning for the average? This session discusses individualised retirement advice and appropriate strategies.

Speaker: Jacqui Lennon, head of product and customer experience, Allianz Retire+

Facilitator: Matt Smith, director of retail content, Conexus Financial

Length: 30 mins

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The ‘space economy’ is a legal and literal vacuum for investors

The ‘space economy’ is a legal and literal vacuum for investors

The looming SpaceX IPO has put the spotlight firmly on the so-called ‘space economy’, but asset owners have been urged to exercise caution about investing in a sector that still resembles the wild west, with no legal or governance framework to protect capital. That’s not to say money will not be made, but it might not be in the areas investors first expect.

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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.

Why Asian equities’ growth will outlast the AI-driven semiconductor cycle

In the latest episode of the Fiduciary Investors Series, Liao spoke with Top1000funds.com Asia Pacific correspondent Darcy Song on why the convergence of innovation, demographics and improving shareholder returns makes Asian equities an increasingly compelling diversification trade for asset owners navigating a geopolitically fractured world.

How CPP is evolving risk management for a faster, more interconnected world

In an environment where multiple risks are emerging and their effects are compounding on the portfolio, CPP Investments' chief risk officer Priti Singh says the $572 billion fund is rethinking risk management from the ground up, shifting from reaction to preparation and embedding risk thinking earlier in investment decisions. She speaks to Amanda White about the fund's risk approach.