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.
Macquarie: Deglobalisation the next inflection point in real assets
Global governments are partnering with private investors to boost their domestic infrastructure and become more self-sufficient in a geopolitically fragmented world, according to Ben Way, global head of Macquarie Asset Management, who said that constrained public balance sheets are increasingly reliant on private capital to meet their infrastructure needs.
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For VFMC, alternatives boom in the gloom
The $31 billion Australian government-backed asset manager, VFMC, has reaped big rewards from its belief in the hedge fund managers it backed five or more years ago. Click here to read moremrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CalPERS’ effect persists: Wilshire analyses focus list performance
CalPERS will review all elements to the methodology of its successful focus list in the coming months, as the latest study by Wilshire shows companies on CalPERS’ radar over the past 23 years have had a total return turnaround of 32.5 per cent on average.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CIC No.2 set for take-off
The Chinese Government is expected to provide details this month of its new fund – being dubbed the “Industrial CIC” or” CIC 2” – which will centralise oversight of various state-owned businesses.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The art of dynamic asset allocation
Global practice director of Towers Watson Investment, Carl Hess, explains why the consultant has conviction in the ability to exploit mispricing between asset classes, and when dynamic strategic asset allocation works.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The China Miracle 3.0
A gradual appreciation of the Chinese currency, although probably too gradual for some in the west, signals a far more fundamental evolutionary phase for this nation than currency management.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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