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.
Macquarie: Deglobalisation the next inflection point in real assets
Global governments are partnering with private investors to boost their domestic infrastructure and become more self-sufficient in a geopolitically fragmented world, according to Ben Way, global head of Macquarie Asset Management, who said that constrained public balance sheets are increasingly reliant on private capital to meet their infrastructure needs.
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The perils of parity
This new research by MSCI Barra explores the conditions necessary for a portfolio with a levered fixed-income allocation to achieve lower volatility and a better risk-return profile than an unlevered portfolio. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Buying global private equity, step-by-step
One year into building a global private equity program, alongside its advisor StepStone, an A$97 billion ($78.8 billion)Â Australian large multi-manager posted a booming 200 per cent return on the back of some fortuitous secondaries investments. Simon Mumme reports. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Idaho profits from rebalancing structure
The Public Employee Retirement System of Idaho has benefited from its simple approach to investing “a basic mix and strict rebalancing ” but with one strategic asset allocation edge. Amanda White spoke to chief investment officer, Bob Maynard. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Inflation challenge coming
Inflation is the main risk that investors and funds managers will need to manage in the next 20 years, according to Pippa Malmgren, principal of consulting firm, Canonbury Group. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Hedge funds hit in EU manager directive
The European Union (EU) directive governing the marketing efforts of hedge funds was passed on Tuesday, and gives offshore managers little wriggle-room to claim further distribution powers within the political bloc. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Investors split on ways to play Asian property
While US property investors favour opportunistic bets in Asian unlisted real estate markets, their European and Asian counterparts are more likely to seek different types of exposure, according to new findings from INREV, an association of European investors in unlisted real estate. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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