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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How to Invest in an Inflationary Environment
We pick out the potential implications across the investment landscape of faster changes in consumer prices.
The best of 2021
Looking back over the last year, some of the most popular stories include news of our Global Transparency Benchmark, a collaboration between Top1000funds.com and Toronto-based CEM Benchmarking; an interview with AIMCo's Amit Prakash on restructuring at the fund, and insight into how Bridgewater invests for impact alongside return.
UTIMCO harvests SPAC boom
UTIMCO's new CIO Rich Hall talks at the December board meeting about the profits the fund has found in SPACs, adding that UTIMCO is currently deploying strategies to arbitrage the market where Hall estimates there are still around 500 SPACs looking for acquisition targets.
Aussie funds look for competitive edge
The CIOs of two of Australia’s largest asset owners, Aware Super and UniSuper are looking to enhance their competitive advantage in an increasingly concentrated superannuation market.
Private equity’s shorter investment period causes headaches
Institutional investors are seeing their investment period with some private equity managers shorten. The time the GP invests in a company until the time they exit is reducing, meaning that investors are getting more cash coming back than forecast in their pacing models.
FCLTGlobal: Climate risk visible in all transactions
Investors should allocate more to emerging markets to solve the climate emergency and consider climate risk in every transaction. Quebec's CDPQ now aligns a portion of its variable employee compensation to achieving climate targets at the asset owner.
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