In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Jason Brady, chief executive and president of Thornburg Investment Management, about a range of topics including dividends, bond yields and creating robust income in retirement.
Photo gallery: Fiduciary Investors Symposium 2026 at Harvard University
mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Sort content by
Japanese corporate pension funds navigate uncharted waters
Fixed income, once a stabilising force for asset-rich Japanese corporate pension funds, now struggles to counter stock and currency volatility. Japanese investors are reducing fixed income, and heavily diversifying their portfolio as high currency hedging costs prompt caution, seeking shelter in short-term strategies amid uncertainties surrounding global central bank policies.
Japan’s trifecta of challenges
After 18 years working with Japan’s leading pension funds and asset managers Chris Battaglia, president of the Global Fiduciary Symposium in Japan, is well placed to observe the pressures on the country’s retirement system and observes its evolution. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
日本の企業年金、資産運用先を模索 非伝統的資産に「活路」
日本の企業年金基金が資産運用先を模索している。足元で国内金利は上昇してきたものの、債券投資は日銀の政策修正による金利上昇（価格下落）リスクが大きい。外債は為替ヘッジコストが高すぎる。「運用難」の中、一部の基金は、オルタナティブやクレジットなど非伝統的資産に活路を見出そうとしている。 mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
COP28: Transition ‘out’ is now transition ‘away’
After COP28 Tim Hodgson says the investment industry needs to decide whether the transition away from fossil fuels will be too little, too late or whether net zero by 2050, with all the associated transformational consequences, is possible. Either way the industry needs to “get really good at intertemporal risk management”.
COP28 points investors towards 2030 & 2035
Despite uncertainties, Fiona Reynolds argues that COP28 outcomes represent an opportunity for investors, including positioning investment beliefs and portfolio construction for the likely outcomes post 2025, 2028 and 2030.
日本が直面する３つの課題
グローバル・フィデューシャリー・シンポジウム代表を務めるクリス・バッタリア氏は、日本の大手年金基金や資産運用会社と18年間仕事をする中で、日本の退職金制度の課題、その進化を観察してきた。 mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Leave a Comment
You must be logged in to post a comment.
Login