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.
The Austin advantage: Texas Teachers talks optimism, innovation and growth
Jase Auby, TRS's celebrated CIO, explains why TPA doesn't fit with its culture; why community push back on data centres could turn out to be an investor advantage, and argues the case for continuing to invest in fossil fuels. Top1000funds.com sat down with the CIO in his Austin office for an all-encompassing conversation.
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IMF flashes dangers ahead
The worst is yet to come, warns the IMF in its sobering World Economic Outlook report. Investors will increasingly prioritise safe assets with implications for emerging markets while chaos in the UK gilts markets underscores the risks of a policy mistake.
Why AP4 invests with emerging hedge fund managers
In contrast to other investors, AP4 invests the vast majority of its hedge fund allocation with emerging managers in a strategy it believes taps both outperformance and lower fees. We look at how it spots talent and what strategies it focuses on.
Nordic countries top Mercer CFA Institute Global Pension Index
Iceland, the Netherlands and Denmark topped the Mercer CFA Institute Global Pension index for the second consecutive year, each earning an A grade for their sustainable and well-governed pension systems.
CPP Investments: A pathway agnostic approach to net zero
In a fireside chat at Conexus Financial’s Sustainability in Practice forum, CPP Investments' managing director Derek Walker discussed incorporating climate risk into a total portfolio approach, and making a “pathway agnostic” commitment to net zero carbon emissions.
Maryland’s Andrew Palmer on why policy risk is his number one concern
Andrew Palmer, CIO of Maryland State Retirement and Pension System, explains why he puts a policy mistake and the Fed raising interest rates too high at the top of his list of concerns and what it means for how he allocates assets.
ESG data will always be imperfect, despite its critical role
Professor Roberto Rigobon and Mass PRIM's Michael Trotsky explore the complexities of accurate data in ESG investment. Abandoning ESG due to imperfect data would be like abandoning the judicial system for the same reason, argues Rigobon the author of the controversial ‘Aggregate Confusion’ paper.
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