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.
NZ Super cuts benchmark return expectation on US valuation concerns
A view that the US stock market is overvalued and equity risk premia will be lower over the long term has driven New Zealand Super to lower the return expectations for its reference portfolio following its recent five-yearly review of the benchmark. Co-chief investment officer Brad Dunstan also flags underweight commodity exposure as an area to address and explains why the fund remains sceptical of illiquidity premia despite seeing a growing case for private markets.
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Investors suffer as Asian hedge funds ossify
As institutions take over from high-net-worth individuals and family offices as the main investors in hedge funds around the world, those hedge fund managers, too, are becoming institutionalised. This is not always a good thing for investors.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Hedge funds charge more than private equity
Fee comparison between hedge funds and private equity is riddled with complexity, but a research paper by specialist alternative consulting firm, Cliffwater – that weighs outcomes by their likelihood of occurrence – finds a fee cost for the typical hedge fund equals 32 per cent of gross profits, while for private equity it is 25
Ohio uncertain on alternatives consultant
The $72 billion Ohio Public Employees Retirement System is looking for an investment consultant to advise on its $10 billion alternatives program, and is considering whether to hire separate consultants for each asset class or one consultant to advise on the entire program.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
PIMCO’s El-Erian on surviving the ‘new normal’
As investors faced a “multi-speed world” in which uncertainty about the US and European economies contrasted with emerging markets’ rapid growth, they should not be misled by short-term signals from the markets, said Mohamed El-Erian, CEO and co-CIO at PIMCO. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The Devil Wears UBS … revised edition
Style is not really the forté of the Swiss so it may come as no surprise that the London arm of Swiss investment bank UBS got itself into a pickle after it published a 44-page dress code for employees late last year.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Derivatives in emerging markets
This article by Dubravko Mihaljek and Frank Packer from the Bank for International Settlements, reviews the derivatives market in emerging market economies, attempting to answer some basic questions such as how big the market is, who trades, which derivatives are most traded and how it differs from mature markets.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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