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.
The ‘space economy’ is a legal and literal vacuum for investors
The looming SpaceX IPO has put the spotlight firmly on the so-called ‘space economy’, but asset owners have been urged to exercise caution about investing in a sector that still resembles the wild west, with no legal or governance framework to protect capital. That’s not to say money will not be made, but it might not be in the areas investors first expect.
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Why your portfolio should be 50% emerging markets
Most fiduciary investors underweight emerging markets. This is because when they talk about an “investable” universe, they really mean whatever’s “easy to invest in”, argues Jerome Booth, head of research at Ashmore Investment Management. The recipient of China’s first post-Communist asset sale to a foreign investor, Booth recommends investors take the radical step of investing
Back room analysts come to the fore post-crisis
The global financial crisis has underscored the importance of being able to analyse the risk and return characteristics of all investments, but in particular alternatives and unlisted assets. Greg Bright spoke with Christopher Ward, vice president of Boston-based State Street Investment Analytics, about recent trends. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Currency upheaval a permanent shift
The world’s currency markets are going through their biggest upheaval for almost 40 years since the fixed-rate exchanges started to end for Western countries. Currency expert, Ronald Leisching, of US-based Mountain Pacific Group, has studied the likely scenarios for pension funds and how they can cope in the new environment. mrec4inarticleinline Sponsored Content scnative1 scnative2
Korea fixes on a riskier strategy
The $260 billion National Pension Scheme of Korea plans to double both its international fixed-income and international equities exposures in the next four years. According to Ha-Young Kim, head of institutional networks and communications at the NPS, it is part of a survival plan for the fund for 49 million Koreans. Amanda White reports. mrec4inarticleinline
Mercer boosts capabilities for Asian push
Mercer Investment Consulting has boosted its pan-Asian capabilities by shifting its regional head from Sydney to Singapore and with a plan to expand its Mercer Sentinel implementation unit. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Norway’s Norges fund tilts to active
With an enormous portfolio that includes management of 1 per cent of the world’s equities, the NOK2.7 trillion (US$431 billion) Norges Bank Investment Management, recently did a study examining the role of active management. Amanda White spoke to chief strategic relations officer, Dag Dyrdal (pictured). mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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