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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What a difference a year makes
A joint study by LIMRA , the International Foundation for Retirement Education and the Society of Actuaries into the effects of the financial crisis on how retired individuals with investable assets make decisions about investing their assets and purchasing financial products has found they are more risk averse and less confident post the crisis.
Hermes ready for institutions worldwide
Following the purchase of European equities manager Sourcecap International, Hermes Pensions Management, the fund manager for the £32 billion ($51.8 billion) BT Pension Scheme, is preparing to market its diverse array of boutique managers to institutions worldwide. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CPPIB restructures investment department
The C$123 billion ($118 billion) Canada Pension Plan Investment Board has undergone an executive restructure including the creation of two new positions reporting to the chief executive: executive vice president, investments; and chief investment strategist. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Pension risk under extreme scenarios: capturing tail risk in pension schemes
This research examines the effect of tail risk, or extreme risk, on pension funds, concluding that all extreme scenarios have an immediate negative impact that can significantly jeopardise the smooth functioning of a pension scheme, probably as much as the other non-extreme risks. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Spotlight on Copenhagen
Convener of the P8 Summits- a group of 12 of the world’s largest pension funds tasked with influencing policy makers on climate change – and deputy director of the University of Cambridge Programme for Sustainability Leadership, Aled Jones, examines the Copenhagen Accord and what it means for investors. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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