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
Now is not the time to reduce risk, argues Henrik Olejasz Larsen, chief investment officer of Sampension, Denmark’s $50 billion pension fund for public and private sector employees. In an interview with Top1000funds.com, he says corporate profits have not deteriorated, and although the market has been tested from multiple directions, the underlying optimism driving equities is strong enough to overrule the negative impact of geopolitical risk.
Switching out of equities into fixed income last year has helped swell returns at Brazil’s Fundação dos Economiários Federais, FUNCEF. Other return-boosting strategies included active equity investment.
The Local Pension Partnership pooled fund has saved £113 million in costs since inception. But the real benefit, according to chief executive Chris Rule, is the governance structure which allows the outsourced provider to manage the total portfolio. He spoke to Amanda White about the power of total portfolio management.
The inevitable move to more modern food production will create investment opportunities as the food industry moves to revolutionise but also reduce its own environmental impact. PGIM thematic research group director Jakob Wilhelmus outlines the risks and opportunities inherent in this mega theme.
Why Folketrygdfondet, the asset manager of Norway’s Government Pension Fund Norway’s NOK 330 billion ($31.4 billion) allocation to domestic and Nordic fixed income and equities, wants to spread its wings.
Managing costs is the central driver behind €470 Dutch civil service scheme ABP’s recent decision to switch much of its public market allocation to passive, index-led strategies, according to a spokesperson at the fund. The low-cost strategy at Europe’s largest pension fund is accompanied by sustainability and simplification priorities.
Increased scrutiny on the transparency of disclosures is driving measurable improvements among some of the world’s largest asset owners, as refinements to the Global Pension Transparency Benchmark methodologies and board oversight boost attention on transparency.
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