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.
The Austin advantage: Texas Teachers talks optimism, innovation and growth
Jase Auby, TRS's celebrated CIO, explains why TPA doesn't fit with its culture; why community push back on data centres could turn out to be an investor advantage, and argues the case for continuing to invest in fossil fuels. Top1000funds.com sat down with the CIO in his Austin office for an all-encompassing conversation.
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Private equity boom also holds challenges for Oregon
It's been a white hot year for private equity but challenges in the asset class continue for investors, like the impact on total asset allocation given massive appreciations in portfolio values, plus slow distributions from GPs. We look at Oregon Public Employee Retirement Fund’s large private equity portfolio.
AP7 prepares to re-tender and add mandates
Sweden's AP7 fund, which invests primarily in equities, is retendering mandates in its large ACWI exposure and hunting for new managers in its alpha allocation.
Progress in DEI needs asset owner accountability
Asset allocators should prioritise creating their own accountability system for diversity, equity and inclusion in 2022 according to Jason Lamin founder and chief executive of DEI specialist Lenox Park Solutions.
Temasek’s pioneering tech investments
Singapore's investment company Temasek's is at the forefront of blockchain investment. Pradyumna Agrawal explains why going early and deep in tech investment is a sweet spot, encapsulated in the giant investor founding and building tech companies from scratch.
New PRI chief outlines priorities
In his first interview as the new CEO of the PRI, David Atkin outlines his priorities for the organisation and the areas of urgency for investors focused on sustainability
AustralianSuper rebalances equities
Australia’s largest superannuation fund, the A$250 billion AustralianSuper, plans to decrease its equity allocation in favour of fixed income according to the fund’s CIO Mark Delaney, as he predicts central banks will tap the brakes on monetary policy amid concerns of rising inflation.
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