In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Rob Pruguel, principal consultant at Callidum Investment Research, about vulnerability as we restart the global economy, consolidation with superannuation and how bigger isn’t always better.
Sampension: Why there are many reasons to be optimistic
Now is not the time to reduce risk, argues Henrik Olejasz Larsen, chief investment officer of Sampension, Denmark’s $50 billion pension fund for public and private sector employees. In an interview with Top1000funds.com, he says corporate profits have not deteriorated, and although the market has been tested from multiple directions, the underlying optimism driving equities is strong enough to overrule the negative impact of geopolitical risk.
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Why Textron isn’t investing in private credit
Renowned contrarian investor Charles Van Vleet, CIO of the $10 billion corporate pension fund for US aerospace and defence giant Textron explains why he favours private equity over private credit.
IPERS’ three-pronged approach to active risk: Portable alpha, TAA and ARP
CIO of Iowa Public Employees Retirement System, Siriam Lakshminarayanan, explains its approach to active risk and why portable alpha, alternative risk premium, and tactical asset allocation make a good, three-pronged strategy.
Israel joins European standouts with highest rating in Mercer pension index
For the third consecutive year the retirement income systems of The Netherlands, Iceland and Denmark were given the highest rating in the Mercer CFA Institute Global Pension index, with Israel also joining the top rank this year.
France’s ERAFP builds out private credit after lengthy manager selection
France's ERAFP has just boosted its allocation to private credit after a lengthy manager selection process, renewing and building out existing mandates in a €8 billion allocation begun in 2009.
How large would you like your climate risk to be?
Tim Hodgson, co-founder of the Thinking Ahead Institute at WTW, explores the possible consequences of breaching planetary boundaries and triggering systemic risk.
Dutch, British and Australian funds latest to back timberland
Investors are hunting forestry assets because they combines a large-scale sustainable investment with compelling risk-adjusted, inflation proof returns and diversification. Funds like Nest, APG and AP2 explain their approach.
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