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.
Border to Coast hunts strategic partners as private markets set to surge
The UK’s LGPS pool, £120 billion ($161 billion) Border to Coast, is hunting for strategic relationships with asset managers and global asset owners as it prepares to invest £40 billion in private markets. Chief executive Rachel Elwell speaks to Top1000funds.com about the fund's approach to finding long-term partnerships in the market.
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Inside NEST’s ‘serendipitous’ deal for IFM stake
NEST’s purchase of a 10 per cent stake in the Australian industry superannuation fund-owned IFM Investors marks the latest development in the trend of pension funds buying into the asset managers they’ve traditionally only allocated to.
USS calls time on emissions reporting
USS has steadily reduced the carbon footprint of its portfolio but real world carbon intensity and global emissions have climbed relentlessly higher. Now the investor says it is going to focus more of its effort on engagement with policymakers than reporting its emissions.
South Korea’s NPS pivots to sustainability, dials up risks in the portfolio
After smashing the return record again in 2024, South Korea’s state pension fund National Pension Service is gearing up to reduce coal investments to promote sustainability in the portfolio, and target riskier assets to ensure sustainability in funding.
Looking beyond the confines of geography in global investing
A growing number of asset owners are looking to decrease their allocation to equities, citing elevated risk, based on findings from the 2025 CIO Sentiment Survey, a collaboration between Top1000funds.com and Deloitte management consultancy, Casey Quirk.
Wellcome Trust’s cautious approach: Cash pile grows waiting for opportunity
Wellcome Trust is holding nearly 10 per cent of its £37.6 billion portfolio in cash and bonds as it waits for sufficiently interesting long-term investment opportunities to arise - namely a big fall in public equities that would absorb large-scale funds quickly.
Switzerland’s MPK taps gains in gold, equity and real estate
Stephan Bereuter, CIO of Switzerland's Migros-Pensionskasse (MPK) explains why he favours gold, and argues that after three years in the doldrums core real estate opportunities are starting to open up.
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