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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CalPERS gets ready to settle discount rate and SAA
At US pension fund CalPERS' board meeting next week, the investment team hope to settle on a new discount rate and begin structuring a strategic asset allocation to support it. Leverage will be a key component of the fund's new approach.
Mega trend opportunity for active investors
Investing in mega trends like technology, demographics and sustainability involves abandoning the benchmark in the ultimate active portfolio.
Real estate’s risks and opportunities ahead
As the demise of the office component in real estate allocations continues investors are favouring data centres, warehousing and low cost accommodation.
Why the private credit cycle has 2-3 more years to run
More investors are moving into private credit. Opportunities from the pandemic are far from over and the asset class is proving an important allocation in a wider, simplified fixed income portfolio. Investors at FIS Digital discuss their allocations and approaches.
Tokenisation is the greatest disruptor ahead
Blockchain technology will open up illiquid assets, like real estate, to new investors in what could be the greatest disruption ahead. Franklin Templeton's Jenny Johnson explains how the asset manager is ensuring it taps the new opportunity.
Investors reap direct to consumer boom
A company's ability to sell direct-to-consumer, cloud computing and digitisation in payments are key areas for investors to focus. Investors should invest in companies that have a business model aligned to how people want to buy goods and prepare for a separation whereby companies with the technology to adapt streak ahead.
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