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.
Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come
China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.
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Mercer going cold on global shares as valuations pushed
Mercer Investment Consulting has revised down its view of global equities markets, suggesting the rally has pushed prices to fair value from their previous rating of undervalued. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CalPERS to commit $22bn to private equity
CalPERS is expecting to deploy the $22 billion in unfunded commitments of its alternatives investment management program in the next two to three years, with greater concentration among the best performing managers one of the priorities for 2010. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
“Periodic table” for investment shows case for diversification
The latest “periodic table” of investment returns – which ranks the performance of key equity and credit indices over two decades – from Callan Associates reinforces a lasting rule for long-term investors: diversification works. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
US funds lag in risk management
US public sector funds spend less than half the time and resources on risk management than the average of their global peers according to a survey of 58 funds by Canadian-based CEM Benchmarking. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Irish SWF emerges solid and sets long-term asset allocation
The equities allocation of the Irish National Pensions Reserve Fund fluctuated enormously in 2009 as the fund was directed to by the Minister for Finance to invest €7 billion in preference shares issued by Bank of Ireland and Allied Irish Banks to recapitalise the banks. Amanda White spoke to Eugene O’Callaghan, head of the investment
Private equity is ‘train crash’: expert
The collapse of a private equity manager lacks the impact of a hedge fund failure: it’s like a “slow-motion train wreck,” says Chris Hunter, managing director of Cambridge Associates in London. Now that fundraising among private equity managers is down, leveraged finance is scarce and the market for exits is weak, mega-buyout funds are busy
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