With stocks markets experiencing high volatility and economists warning of a first recession in 27 years, retirees and the broader community are looking for leadership. The Assistant Minister discussed the latest policy initiatives and how we navigate a dual public health and financial crisis.
Speaker: Hon. Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology
Moderator: Colin Tate, chief executive, Conexus Financial
Length: 40 mins, 59 seconds
Loomis Sayles’ Aziz Hamzaogullari has questioned whether asset allocators are giving private equity more credit than it is worth, saying the case for investing in PE rests on flawed return measurement, hidden risks and high fees and that public equities should be treated with the same “patience” that PE receives.
日本株にかつてほとんど興味を示さなかった海外投資家が、いま注目し始めているのは驚くことではない。デフレ脱却が見え、企業のガバナンス改善も進む。地政学リスクが高まる中国からの資金流出の「受け皿」として有望とされ、海外からの資金流入は「一時的ではない」との声も出ている。 mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
With Japanese stock prices reaching a 33-year high, the economy emerging from deflation, and the positive impact of corporate governance reforms over the past decade, it's not surprising that money managers, especially foreign investors, who previously showed little interest in Japan are now flocking to Tokyo.
CalSTRS has saved more than $1.6 billion in costs since 2017 thanks to its collaborative model approach, which brings more assets in-house and encourages the use of different investment vehicles. Now it’s looking to measure the other benefits including boosted returns and more control over risks.
三井住友銀行の企業年金基金は、インフラ投資やプライベート・エクイティ（ＰＥ）などオルタナティブ投資を増加させる運用方針を示した。流動性は低いものの、リターン（収益率）の最大化を追求する。日本国債は過去10年以上、低水準に抑えてきたが、日銀の政策修正を受けて今後、金利上昇が予想されるため、運用戦略の見直しを検討する可能性がある。 mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Japan’s Sumitomo Mitsui Banking Corporation (SMBC) Pension Fund, managing assets worth 1 trillion yen ($6.6 billion), is poised to increase investments in illiquid alternatives, including infrastructure private equity and debt aimed at maximizing returns.
国内企業年金基金の多くは政府の「アセットオーナー改革」方針に対して今のところ静観の構えを示している。年末までに策定予定の政策計画を見極める姿勢だが、業務負担が増すとの懸念があるほか、支持率が低下する岸田文雄政権のリーダーシップに不安があると冷ややかな声も出ている。 mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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