In this episode, Matt Smith, director of retail content, Conexus Financial, chats with Matt Raddy, chief executive of Allianz Retire +, about annuities, video conferencing and breaking the old rules around investment ideas.
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.
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PGGM prepares to incorporate impact in three dimensional approach
Dutch asset manager PGGM is working with Bridgewater Associates to integrate impact across its portfolio. PGGM's Arjen Pasma and Bridgewater's Carsten Stendevad discuss the strategy, which promises to dramatically reshape PGGM's €228 billion portfolio.
Sustainability in Practice: Time to get realistic about net zero
Many asset owners have net zero commitments in place, but few of these targets are being met with implementation. In the opening session of Sustainability in Practice at the University of Oxford, delegates discuss how investors should get realistic about net zero.
Finland’s VER charts interest rate impact on risk premiums
Now that interest rates have risen by 2-3 percentage points, the key question is whether this rise in rates will be directly reflected in improved overall returns or whether risk premiums will be lower than before. VER's Timo Löyttyniemi explains.
Why venture capital is a better AI play than large-cap equities
Sceptics cautious about the hype surrounding artificial intelligence underestimate the major scientific and civilisational advancements the technology will bring, says former Google Cloud chief scientist Fei Fei Li. She says investors should look beyond household tech names, and explains why Chat GPT-style large language models are just the beginning.
Spotlight turns on West Yorkshire’s hybrid approach to pooling
The UK government has just closed a consultation on LGPS pooling progress and processes that will shine a spotlight on £18 West Yorkshire pension fund's hybrid approach. Championing local investment and regional financial expertise may not be enough to offset pressure to step up pooling.
Balancing Act: Building Private Credit Portfolios
Key Takeaways The growth and maturation of private credit into a $1.9 trillion asset class has led more investors to consider a dedicated portfolio allocation to the asset class. We believe portfolio construction in private credit should consider the underlying return components and ways to diversify types of risks, and not rely solely on mean-variance
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