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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APG: The AI boom might have peaked

Thijs Knaap, chief economist at APG, shares his observations of the AI boom and one of Wall Street’s most closely watched companies.

How investors are assessing the future cost of climate change risk

[vc_column] Overview Quantifying the impact of climate change on physical assets and business models presents a challenge for all investment professionals. Scenario analysis and carbon pricing are central to understanding plausible future outcomes.[vc_column_text css=””]Images of island nations disappearing under the waves might come to mind, while worsening heatwaves, droughts, wildfires and floods are already evident.

How technology plays a central role in CPP’s evolving strategy

Top1000funds.com double clicks on CPP Investments' technology strategy exploring a new user-centric focus on modular design so technology can evolve alongside investments; how in the not too distant future teams will include “non human” intelligence; and how to answer the question of value added from technology deployment.

Japan’s Noritz fund talks asset manager gripes and why comparisons are bad

Japan's Noritz Pension Fund combines active management with a large allocation to cash. CIO Kyoshi Iwashina opines on his frustrations with the asset management community, his concerns about ESG and the dangers inherent in comparisons between corporate pension funds.

The long and the short of harnessing demographics for better returns

Demographics is destiny, or so the saying goes. As populations grow, and as they move about, there will be investment opportunities that arise from their needs, their activity and their consumption. The trick for investors, however, is working out how long-term trends figure in generating shorter-term investment performance.

ATP returns hit again by large allocation to bonds

The $102 billion Danish pension fund, ATP, returned just 3 per cent in its return-seeking allocation in the first half of this year, buoyed by its foreign and Danish equity portfolios but pulled down by rising interest rates negatively impacting the large allocation to bonds.

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