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.
CalPERS’ public and private equity reset shapes performance
CalPERS is continuing to reap the benefits of a sweeping overhaul of its public and private equity programs, with the two asset classes, which are the biggest components in the portfolio, powering a 14.8 per cent return for the $637 billion fund in the last reporting period.
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The evolution of fixed income and the role of private credit
This session explored how the private credit market has evolved, what it’s role in broad fixed income portfolios will be in the future and what return premium investors should expect as they move further out the risk spectrum.
A net zero world and the new energy system
This session examined what the world will look with an energy system dominated by wind and solar and specifically examine the implications on energy system pricing, access and risks for consumers and investors.
Update from COP26
Fiona Reynolds, chief executive of the PRI, provided an update investors on the COP26 meetings including the key considerations of “finance day”.
Why transparency is important for CalPERS
Anne Simpson, managing investment director, board governance and sustainability tells Amanda White why transparency is so important at CalPERS and what the fund is doing to improve it.
The technology metamorphosis
Investors are constantly looking at what the next drivers of growth will be, where they will be located, and who will benefit from them.
CalSTRS’ plan for its net zero plan
CalSTRS has been a leading light in ESG integration in the US but its board has been slow to adopt a net zero pledge, with internal debate centred around the most motivating factors to achieve net zero. Now it’s made the pledge it will spend the next 12 months mapping the path to achieve net zero. Amanda White spoke to head of sustainability, Kirsty Jenkinson.
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