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.
CPP, NBIM CEOs swap notes on leading through teams, not bureaucracy
In a high-level exchange between two of the world's largest and most sophisticated asset owners, CPP Investments’ chief executive John Graham shared a leadership lesson with Norges Bank Investment Management chief executive Nicolai Tangen: having an aligned senior team is one of the most critical things a leader can build. The two funds, which are consistently leaders in transparency, also exchanged playbooks on managing bureaucracy at large organisations.
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Kotkin: The risks of investing in China; Ukraine’s battle ahead
Stephen Kotkin, the John P Birkelund Professor in History and International Affairs, Princeton University, cites the many risks of investing in China.
Private credit investors ready for next cycle
While many allocations struggle in a downturn, it presents opportunities in private credit some of which are already starting to appear.
Why the world is approaching an inflection point on climate investing
A push towards standardised data and more appropriate incentives is bringing greater amounts of private sector capital into play on the path towards net zero emissions by 2050.
Tech wipeout brings lucrative opportunities for savvy investors
“Horrible” sentiment towards technology stocks is dragging down the value of some of the “best business models on the planet,” experts say.
Bridgewater advises downside protection as turning point appears
Investors should shape strategies that protect against the downside, said Jeff Gardner, senior portfolio strategist, Bridgewater Associates. Speaking at the Fiduciary Investors Symposium at the Chicago Booth School of Business, he said that investors should prioritise protecting against losses in the current environment: increasing returns can be additive to long-term wealth, but missing the big
Solutions to Europe’s energy crisis
Chris Hulatt, founder, Octopus Group, and Olivier Rousseau, executive director of France’s FRR, reflect on the European energy crisis. Speaking at FIS Chicago, they warn of consumer pain ahead, urging governments to do more to build renewable energy infrastructure. Cripplingly high energy costs in the UK where the average annual household bill is forecast to
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