This conversation covers some examples of the techniques deployed for thinking about decumulation using data from Hong Kong, Singapore and France.
Speaker: Raphael Sobotka, global head of flexible, risk premia and retirement solutions, Amundi
Moderator: Alex Proimos, head of institutional content, Investment Magazine
Length: 11 mins
A view that the US stock market is overvalued and equity risk premia will be lower over the long term has driven New Zealand Super to lower the return expectations for its reference portfolio following its recent five-yearly review of the benchmark. Co-chief investment officer Brad Dunstan also flags underweight commodity exposure as an area to address and explains why the fund remains sceptical of illiquidity premia despite seeing a growing case for private markets.
CalPERS board buckle up for a reboot or the active programme and consistent push into private markets.
Collective campaigns can vastly increase the effectiveness of stewardship, particularly on contentious issues. Asset owners are well-placed to bring results with their financial clout and focus on the long-term best interests of the companies they invest in.
Panellists speaking at Sustainability in Practice discuss the need for public and private investment to work together to decarbonize infrastructure
The ambiguity of forward-looking assessments and the complexity of engaging with the highest emitters are some of the big challenges asset owners face in decarbonising their portfolios
A “political solution” is the only way to supply energy needed to warm homes through Europe’s winter, according to an energy sector specialist with PGIM.
The UN's SDGs align with thematic investment themes that are backed by multiple mega-trends, according to the head of thematic research at Pictet Asset Management.
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