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.
How the Future Fund built a TPA culture that scales
The total portfolio approach has allowed Australia’s sovereign wealth fund to capture the themes that will power markets and economies for decades to come, said director of thought leadership Craig Thorburn – but that doesn’t mean it’s not hard to scale.
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ADIA: Active management, sharper internal processes pay off
Restructuring its internal processes has reshaped ADIA’s investment approach and highlights opportunities in active investment ahead.
Emerging markets investors have long ‘mispriced’ risk: Kotkin
Escalating diplomatic “disillusionment” surrounding the US-China relationship has made investors think twice about exposure to the world’s second-largest economy. Geopolitics expert Stephen Kotkin said China may still be attractive to investors, if they understand the complexities of domestic Chinese politics – and ensure they are paid a hefty risk premium.
APG considers licensing bespoke ESG real estate index
APG is considering licensing its new bespoke ESG real estate index to the broader industry, with CRREM compliance a driving factor of broadening its availability.
Innovate or die: Stark message to pension funds to embrace technology
APG and PSP Investments told investors at the Fiduciary Investors Symposium that unless they embrace technology and innovate, their licence to operate will be under threat. They explain how and why they are embracing technology in all aspects of their investment process and operations.
Texas Teachers embraces AI and talks applications and risks
The Teacher Retirement System of Texas is already using AI in its giant equity portfolio and in real estate and venture. In a recent board meeting, CIO Jase Auby and MD Mohan Balachandran explain how the technology will shape returns, investment opportunities and differentiate the fund.
Highlights from Climate Week 2023: The Burning Man for climate geeks
Biodiversity, transition finance and a sense of urgency around climate mitigation were in focus at Climate Week 2023, dubbed the "Burning Man for Climate Geeks". PSP Investments' Herman Bril and Stella Y. Xu reflect on the highlights from Climate Week which they attended this year. They didn't attend Burning Man.
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