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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Finland’s Elo: Larger equity allocations promise new media scrutiny

Finland’s Elo: Larger equity allocations promise new media scrutiny

As Finland's pension funds prepare to increase their equity allocations to unprecedented levels compared to global peers, they must also navigate a new and unfamiliar risk. Elo's chief investment officer Jonna Ryhänen explains the fund's investment approach going forward and how it will manage stakeholder and media scrutiny as they react to swinging volatility and returns.

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AI investors face post-Moore’s Law reality

Mark Horowitz, a leading computer scientist and electrical engineer at Stanford University, has declared that Moore’s Law is “basically over”, which will have significant ramifications for artificial intelligence investors who are counting on more computing power to feed into more complex models.  

Public-private partnerships key to fixing US infrastructure

The size of the current infrastructure investment gap and the speed at which it is widening mean there is both a desire and a need for more public-private partnerships to unlock funding. Investors say that collaboration with local governments and raising public awareness of private investment benefits are crucial. 

Federal backing vital for US innovation: Stanford president 

Stanford president Jonathan Levin said the university’s top priority is maintaining the partnership with the federal government while safeguarding its operational freedom, as the institution balances financial reliance on Washington and political scrutiny from the Trump administration. 

Believing the hype around data centres

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.”

Debt beats equity in data centre boom as scarce capital lifts credit yields

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.

Why CalPERS doesn’t want to miss the climate revolution

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.

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