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.
CPP, NBIM CEOs swap notes on leading through teams, not bureaucracy
In a high-level exchange between two of the world's largest and most sophisticated asset owners, CPP Investments’ chief executive John Graham shared a leadership lesson with Norges Bank Investment Management chief executive Nicolai Tangen: having an aligned senior team is one of the most critical things a leader can build. The two funds, which are consistently leaders in transparency, also exchanged playbooks on managing bureaucracy at large organisations.
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NEST challenges private equity fees
UK pension scheme NEST’s first foray into private equity offers hope for investors looking beyond standard operating models in the asset class. The £20 billion defined contribution fund, currently sifting through 60-odd procurement responses to allocate more than £1 billion at the beginning of next year, is quietly confident it will be able to hammer out a deal with GPs to make the expensive asset class known for 2:20 fees affordable.
Future Fund uses alternatives as a skeleton key to achieve portfolio goals
Absolute return strategies are an important skeleton key to building a resilient portfolio according to Ben Samild, deputy chief investment officer, portfolio strategy at the Future Fund.
Financial service providers commit to financing net zero
A range of global investment service providers, from stock exchanges to index providers, have signed up to the new Net Zero Financial Services Providers Alliance committing to align their products and services to net zero.
‘Get the sensitivities right’: PGIM’s Parikh on allocating to real assets
Allocations to real assets by asset owners globally are increasing in light of the outlook for inflation, but the performance of the entire asset class won’t be linear nor will it be predictable, Harsh Parikh, a principal in the institutional advisory and solutions group at PGIM explains.
America’s net zero opportunity
Research from Princeton University plots a Blueprint for how the US can achieve net zero emissions in the next decade showing the key is overcoming execution challenges including the infrastructure deployment and the mobilisation of capital and labour.
Sustainability and the need for practicality over ideology
Stephen Kotkin, Professor in History and International Affairs, Princeton University warned that the sustainability debate needs to become less ideological and more practical. He added that policy on a carbon price would do more to counter climate change than Biden’s huge infrastructure spend.
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