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.
CalPERS’ public and private equity reset shapes performance
CalPERS is continuing to reap the benefits of a sweeping overhaul of its public and private equity programs, with the two asset classes, which are the biggest components in the portfolio, powering a 14.8 per cent return for the $637 billion fund in the last reporting period.
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Bridgewater sees opportunity for impact and return in mining groups
After a decade of underinvestment, Carsten Stendevad, co-chief investment officer for sustainability at Bridgewater Associates sees impact and return opportunities in commodities.
Infrastructure investors hunt decarbonisation pathways
Investors discuss the importance of being able to decarbonise infrastructure assets over the long-term. It's leading to lacklustre appetite for investments that can't - like airports.
Robeco signals unchartered territory ahead as sustainability takes off
Robeco's Victor Verberk opens Sustainability in Practice urged investors to invest at the frontier and push boundaries
Florida SBA on the benefits of fixed income despite rising rates
In a recent board meeting, Florida SBA's deputy CIO Alison Romano discusses the importance of fixed income despite rising interest rates impacting the asset class's ability to offer protection in a downturn.
CEPB gets tough on climate lobbying
Climate lobbying by powerful trade associations is delaying and diluting the impact of net zero policies and running counter to the effort policy makers, companies and investors are making to reduce their emissions, says Clare Richards, senior engagement manager in the investments team at the £4.3 billion Church of England Pensions Board where she has
PPF’s Kenneth warns PE investors face tougher times ahead
The CIO of the United Kingdom's Pension Protection Fund warns that traditional private equity models are no longer going to reap the same return. It's led the fund to explore opportunities in the European mid-market.
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