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.
TPA: Built on essentials, shaped by levers
As asset owners grapple with the appropriateness of a total portfolio approach for their fund, new ICPM research has outlined building blocks to be considered in the process including some essential “enablers”, like governance structures, and optional “levers”, like incentive architecture. ICPM managing director Adrian Trollor unpacks the framework.
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CalPERS board buckles up as Musicco takes the reins
CalPERS board buckle up for a reboot or the active programme and consistent push into private markets.
The power of collective stewardship
Collective campaigns can vastly increase the effectiveness of stewardship, particularly on contentious issues. Asset owners are well-placed to bring results with their financial clout and focus on the long-term best interests of the companies they invest in.
Decarbonizing infrastructure requires public private partnership
Panellists speaking at Sustainability in Practice discuss the need for public and private investment to work together to decarbonize infrastructure
Bridgewater: The complexity of assessing corporate decarbonization
The ambiguity of forward-looking assessments and the complexity of engaging with the highest emitters are some of the big challenges asset owners face in decarbonising their portfolios
There is “no physical solution” to the energy shortage in Europe
A “political solution” is the only way to supply energy needed to warm homes through Europe’s winter, according to an energy sector specialist with PGIM.
UN SDGs prove market-beating themes
The UN's SDGs align with thematic investment themes that are backed by multiple mega-trends, according to the head of thematic research at Pictet Asset Management.
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