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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How to nature proof portfolios

Natural capital holds more risk and opportunity than climate change, but where do investors start? Top1000funds.com takes a deep dive exploring the investors that are making inroads to nature-proofing their portfolios.

Behind AustralianSuper’s global expansion

London-based AustralianSuper deputy CIO Damian Moloney oversees the global expansion plans of Australia’s largest superannuation fund. While a global presence has clear benefits for the fund and its members, Moloney’s advice to others contemplating the same is to plan extensively and build early.

Why patient capital will be rewarded for investing in timberland

The fundamentals that underpin timberland, and their strategic role on the path to net zero, will reward consistent investment in productive natural capital. Aleksi Ehtee, timberland team lead, Church Commissioners for England explains why forestry is a real opportunity for patient capital to tap into favourable long-term supply-demand dynamics.

Denmark’s PFA: Passive with a caveat and why an AI reset lies ahead

Kasper Lorenzen, chief investment officer of Denmark's PFA explains why passive is no longer applicable to the complex equity strategies that do much more than follow an index. He also explains why he believes an AI reset lies around the corner.

CFA’s guide to the whole framework on net-zero

Climate risk has certain features that stretch the imaginations and toolkits of investors, meaning a new framework that includes systems thinking is necessary to branch out from the narrow measurement and management of risk predicated on modern portfolio theory, says Roger Urwin.

LPPI’s Richard Tomlinson: Reflections of a sceptic

An environment of increased macro volatility and geopolitical risk means investors should question assumptions, move towards more narrative-based scenario thinking and build resilience says Richard Tomlinson, chief investment officer of LPPI.

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