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.
Aware Super maps AI exposure as it sharpens whole-of-portfolio risk focus
Australia’s third-largest pension fund Aware Super is taking stock of its investment exposure to AI and the initial analysis suggests at least 15 per cent of the fund’s assets are exposed to the thematic. In a project deep dive, head of investment strategy Michael Winchester says finding the portfolio's true concentration around AI will require looking beyond simple dollar aggregation.
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How bond investors impact EM development
This session examines the development and evolution of sustainability bonds in emerging market debt, how they can be used for impact in developing and emerging economies and allow investors to be more targeted.
The importance of the right benchmark
A new paper by EDHECInfra argues that selecting the right benchmark could completely change investors' preferred asset allocation to infrastructure equity and debt.
SI Outlook 2021
What does Robeco expect in the world of sustainable investing in 2021? We remain focused on the two main elements of SI: integrating ESG into the investment process and active ownership. In our latest webinar, Masja Zandbergen outlines her views on the market outlook for SI and sustainable strategies.
Diversity in private market managers
The composition of an investment committee is the most meaningful criteria in assessing diversity, equity and inclusion in private market fund managers according to Mercer.
Old Mutual SuperFund on COVID and ESG
Hugh Hacking from South Africa's Old Mutual SuperFund refects on the impact of the pandemic on the fund and the importance of ESG integration in its externally managed portfolio.
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