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.
NZ Super cuts benchmark return expectation on US valuation concerns
A view that the US stock market is overvalued and equity risk premia will be lower over the long term has driven New Zealand Super to lower the return expectations for its reference portfolio following its recent five-yearly review of the benchmark. Co-chief investment officer Brad Dunstan also flags underweight commodity exposure as an area to address and explains why the fund remains sceptical of illiquidity premia despite seeing a growing case for private markets.
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Investors must lift ESG reporting standards: MSCI
As MSCI moves to expand its sustainability research capability to emerging markets, its global head of index and ESG research, Remy Briand, has urged investors to dramatically improve their reporting standards to make good on their ESG cause.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The nemesis of cap-weighted indexing turn attention to bonds
First he convinced some of us that cap-weighted indexing doesn’t work, now Rob Arnott, the founder of Research Affiliates, is back with more bombshells – that the equity risk premium, as we came to know it, is gone and not hurrying back; and that emerging market debt is “objectively a better credit risk” than US
Ontario enters second phase of reform
Local pension plans have warmly greeted the second phase of pension reform in Ontario, Canada, through a bill which contains provisions such as restrictions on benefit improvements where amendments will compromise a plan’s funded position. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The challenges of a low return environment
Institutional investors are again in a situation where virtually any combination of publicly traded investments will not meet their return goals, according to director of research at Wurts and Associates, Eric Petroff. So what should they do now?mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Sustainable investing: positioning for long-term success
A new VisionFocus report by State Street leverages new research by State Street Global Advisors to examine the growing impact of environmental, social and governance concerns on the investment decisions of institutional investors.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Vive la (pension) revolution
France’s penchant for social demonstration targeted pension reform this week, with more than one million people striking over proposals to increase the retirement age from 60 to 62. The scenes could act as a warning to other countries with similar pension shortfalls.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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