Become a member and subscribe Login

Jason Brady: Investment opportunities during a global emergency

March 31, 2020

The global macroeconomic environment is different from a generation ago. With cash rates close to zero, and debt instruments diminishing in both yield and defensive characteristics, it is becoming harder than ever to construct income portfolios for retirees. This first quarter of 2020 has seen market volatility and further unorthodox central bank behaviour as the world chooses to shutdown output to contain coronavirus. This session considers both the scope of the challenge for investors and the potential opportunities that exist to navigate this temporary health problem.

Speaker: Jason Brady, chief executive officer, Thornburg Investment Management

Moderator: Alex Proimos, head of institutional content, Investment Magazine

Length: 20 mins

Sponsored Content

Leave a Comment

More from this fund

Silver is the new gold: France’s UMR targets opportunities in ageing economy

Sarah Rundell

July 16, 2026

CPP: Why doing the right thing in TPA can look like losing

Darcy Song

July 16, 2026

CalPERS’ public and private equity reset shapes performance

Darcy Song

July 14, 2026

Why UniSuper CIO thinks the data centre party is over

Lachlan Maddock

July 14, 2026

Silver is the new gold: France’s UMR targets opportunities in ageing economy

Silver is the new gold: France’s UMR targets opportunities in ageing economy

French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.

Sarah Rundell

July 16, 2026

CPP: Why doing the right thing in TPA can look like losing

Darcy Song

July 16, 2026

CalPERS’ public and private equity reset shapes performance

Darcy Song

July 14, 2026

Why UniSuper CIO thinks the data centre party is over

Lachlan Maddock

July 14, 2026

CPP, NBIM CEOs swap notes on leading through teams, not bureaucracy

Darcy Song

July 13, 2026

Sort content by

Passive tilt for Massachusetts state fund

The $42 billion Massachusetts Pension Reserves Investment Management (PRIM) will move half of its developed non-US equity portfolio and 25 per cent of its emerging market equity portfolio into passive strategies and has begun a search for a single manager for each asset class with a commencement date of May. mrec4inarticleinline Sponsored Content scnative1 scnative2

Amanda White

January 20, 2010

Ontario Teachers’ buys UK schools from private equity

The private capital arm of the $87.4 billion Ontario Teachers’ Pension Plan (OTPP) has acquired a UK special education and fostering services provider believed to be valued at about £200 million ($326 million).   mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

SIMON MUMME

January 20, 2010

Investing in climate change 2010

In this white paper by DB Climate Change Advisors, led by global head of climate change investment research Mark Fulton, the drivers of climate change for 2010 are examined in the context of strategic asset allocation. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

STAFF WRITER

January 20, 2010

Make companies pay for engagement

Businesses should be forced to pay a levy to support robust shareholder engagement, says Peter Butler, chief executive of Governance for Owners (GO), a UK shareholder rights partnership, because effective stewardship will only become a fixture of the institutional investment industry when it carries a big price tag. He spoke with Simon Mumme. mrec4inarticleinline Sponsored

SIMON MUMME

January 20, 2010

Efficient indices outperform cap-weighted

A new series of efficient indices, launched by FTSE and the EDHEC-Risk Institute, which aims to capture equity market returns with an improved risk/reward efficiency, outperform their market-cap weighted counterparts over five years in every region except Asia Pacific ex-Japan. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Amanda White

January 20, 2010

World’s largest DC plan to tender investments

The $244 billion Thrift Savings Plan, the largest defined contribution plan in the world, faces an enormous operational challenge this year as it moves from an opt-in to an opt-out default for US federal employees. Amanda White spoke with executive director Greg Long about the fund’s plans for 2010, which include a substantial investment tender.

Amanda White

January 20, 2010

Previous
Load more

Fiduciary Investors Podcast Series

Listen to Podcast

Subscribe now to

Become a member and subscribe

Join Now
Our partners

Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.

The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.

Top1000funds.com is read by investment professionals in more than 40 countries.

Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy