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 energy transition: Why renewables outperform fossil fuels
A joint report by the International Energy Agency and the Centre for Climate Finance & Investment at Imperial College examines the risk and return proposition in energy transitions. It looks at publicly traded renewable power and fossil fuel companies in advanced and developing economies calculating the total return and annualized volatility of these portfolios over 5 and 10-year periods.
Data, measurement, impact and change
This session examined the regulatory views around the world and the need for global standards for global investors.
Healthy scepticism – the challenges of sustainable investing
This session examined the challenges investors face including ideology, working with boards, culture and scalable investments.
Achieving net zero – the implementation challenge
This session looked at the challenges of implementing those goals in portfolios – what behaviour changes are needed and how do investors allocate?
China’s pledge to achieve carbon neutrality by 2060
Achieving carbon neutrality by 2060 will require radical changes. Formidable challenges lie ahead, but also investment opportunities with renewables, electric vehicles and energy storage set to benefit.
Net zero infrastructure: A practical roadmap
The challenge for infrastructure asset managers to achieve Net Zero by 2050 is immense. It requires detailed strategic planning, clear interim targets, critical investment, transparent insight and regular reporting, as well as strong leadership and clear governance frameworks.
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