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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Florida set to move on timber investments
The $141.8 billion Florida State Board of Administration has finalised a list of six timber managers, as it moves towards allocating capital to the timber asset class, as part of its strategic investments allocation. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Canadian funds prioritise liability matching
Asset allocation has bumped alternative investments as the top investment issue for Canadian defined benefit pension plans, but asset-liability matching will take the cake in the next three years, according to a study by Towers Watson. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CPPIB ends year on a high
Capitalising on opportunities arising from the financial crisis, including savvy private equity, real estate, infrastructure and private debt deals, marked a successful fiscal year for the Canadian Pension Plan Investment Board which recorded one of its highest ever annual returns. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Temasek’s executive restructure
The S$172 billion ($120 billion) Singaporean investor, Temasek, has made a number of changes to its executive management structure, separating the executive director and chief executive positions and appointing a dedicated head of portfolio management. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The perils of parity
This new research by MSCI Barra explores the conditions necessary for a portfolio with a levered fixed-income allocation to achieve lower volatility and a better risk-return profile than an unlevered portfolio. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Buying global private equity, step-by-step
One year into building a global private equity program, alongside its advisor StepStone, an A$97 billion ($78.8 billion)Â Australian large multi-manager posted a booming 200 per cent return on the back of some fortuitous secondaries investments. Simon Mumme reports. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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