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.
COAERS finds rich pickings in PE secondaries; warns of retail risk
The exit drought and extended holding periods in private equity is causing mounting pain for many LPs. But for Austin-based COAERS, it is providing ample market to pick up bargains in the secondary market. Sarah Rundell spoke to CIO David Kushner.
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Why active managers are mimicking the flaw of passive benchmarks
AI dominates today’s portfolios, but the failures will outweigh the successes without genuine active management argues Loomis, Sayles & Company’s Aziz Hamzaogullari.
UTIMCO flags AI overweight; tweaks equity as US exceptionalism wanes
UTIMCO measures its AI exposure via analysis of how investee companies have integrated the technology. It reveals a 5 per cent overweight to AI thanks mostly to hedge fund strategies and infrastructure. Meanwhile, the investor pointed to history to flag a likely reversal to the mean in global equity markets.
Why Lothian is ready to lead on LGPS pooling – if it comes to Scotland
Scotland's Lothian Pension Fund's celebrated inhouse management affords active management at the price of passive and the ability to shape specific mandates with managers. It also positions the fund to lead on pooling - if pooling comes to Scotland's LGPS funds.
Stephen Kotkin on regional conflicts, and the one war investors can’t price
Stanford University’s Stephen Kotkin provides an insider’s view on the conflict in Iran, and explains why a US-China war remains the ultimate unpriceable risk event for investors. The celebrated geopolitical expert sat down with Conexus Financial’s Colin Tate at his office inside Hoover Tower.
Blue Owl’s James Clarke on navigating private credit’s first real cycle
Published in partnership with Blue Owl Capital. In this conversation, Top1000funds.com editor Amanda White spoke to Clarke about the credit cycle, the evolution of private credit, data centre financing, and what institutional investors should expect from their managers.
Why pensions have become a beacon of female leadership in finance
On International Women's Day, Top1000funds.com celebrates the women leading some of the biggest pension funds and the purpose, long-termism and passion for learning that drives them.
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