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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Asset owners proving trust goes hand-in-hand with transparency

Transparency is key to building trust according to executives at Norges Bank and the United Nations Staff Pension Fund. They discussed the benefits, and limitations of transparency at the Fiduciary Investors Symposium at the University of Oxford.

AI is a copilot, not a driver, of asset owner organisational change

The use of AI in asset owners’ investment operations continues to proliferate but increasingly they’re setting clear boundaries around what it is and is not permitted to do, while resisting the temptation to allow AI to dictate organisational change.

Great power competition: The unlikeable, but undeniable, mega theme

The fragmentation of global power, and big increases in defence spending, alongside climate change and the rise of AI, have been identified by Wellington Management as major generational changes that will impact markets for decades to come.

Private market investors ponder transition investment

Investors putting capital to work in private market transition assets face unknowns around government policy, but the Fiduciary Investors Symposium at Oxford has heard that private credit also fits well with the long term nature of transition investments and brings valuable relationships with investee companies.

Why investing in biodiversity champions pays

Delegates at the Fiduciary Investors Symposium, Oxford University heard how an allocation to biodiversity champions, without any tech exposure, only slightly trails the MSCI World in a reflection of how it is possible for investors to make money in biodiversity solutions.

Biodiversity: Regeneration set to become big investment theme in future

Regeneration will become a key investment theme in the future according to multiple biodiversity themes, according to Gabriel Micheli, senior investment manager, thematic equities, Pictet Asset Management.

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