Jason Brady: Investment opportunities during a global emergency

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

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The Austin advantage: Texas Teachers talks optimism, innovation and growth

The Austin advantage: Texas Teachers talks optimism, innovation and growth

Jase Auby, TRS's celebrated CIO, explains why TPA doesn't fit with its culture; why community push back on data centres could turn out to be an investor advantage, and argues the case for continuing to invest in fossil fuels. Top1000funds.com sat down with the CIO in his Austin office for an all-encompassing conversation.

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CalPERS to senate: hedgies with US assets should register with SEC

In his testimony to the US Senate on the regulation of hedge fund and private equity managers, Joe Dear, CIO of CalPERS, said that all managers of US assets should be subject to SEC oversight, and that alternatives should not bear the brunt of blame for the crash, as regulatory shortcomings are now also evident.

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Alternative sought to EU manager directive

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UK funds keen on longevity swaps over annuities

With two more UK pension funds announcing arrangements to hedge their pensioner liabilities against improvements in longevity there is speculation these DIY swaps may replace bulk annuity buy-ins by pension funds. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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