Nick Callil and Dante De Gori: Over the policy horizon

The Productivity Commission has started the journey to understanding how the superannuation system can deliver sustainable retirement incomes. This session looks at how to deliver clear objectives that cater to diverse circumstances of retirees, especially as the economy and financial markets experience extreme strain. The session considers the immediate challenges with unemployment, early access to super and the advice gap as anxieties mount.

Speakers: Nick Callil, head of retirement solutions, Australia, Willis Towers Watson and Dante De Gori, chief executive, Financial Planning Association

Moderator: Matt Smith, director of retail content, Conexus Financial 

Length: 42 mins

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Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.

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Mubadala grows in 2009

Mubadala Development, the strategic investment arm of the Abu Dhabi government, grew its total assets by 75 per cent to AED88.5 billion ($24.1 billion) in 2009. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Danish ATP on track for 5-year performance

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Inflation/deflation continuum can plot holes

This paper by RogersCasey’s Ryan Dembinsky and Srivatsa Kilambi demonstrate the “inflation/deflation continuum” is a way of assessing an investment program’s vulnerability to the dual threats, and competing forces, of inflation and deflation. The paper presents a framework whereby investors can plot their existing asset classes and assess where there may be holes. mrec4inarticleinline Sponsored

US funds look for more protection offshore

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More beta, fewer managers, improves portfolio efficiency

A truly diversified portfolio will have 15 separate asset class allocations with an emphasis on beta opportunities and little to no reliance on active management, according to a Towers Watson’s model. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

UK election could trigger rating downgrade

UK pension funds should brace themselves for bad news after today’s election – no matter what the result – if the country’s credit rating is downgraded. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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