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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Studying the active management environment
In this timely analysis, Wurts & Associates examines the active management environment, warning investors of the pitfalls of studying and choosing active managers including a reminder that reaching for high levels of benchmark relative excess returns can be potentially rewarded, but only in a marginal way relative to lower tracking error managers. It also concludes
Recovery “square root” says Russell
It will be just as important for investors to be patient in 2010 as it was in 2009 according to Russell Investments, as the year will be dominated by a series of macro themes causing spikes in asset return volatility. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Financial services firms banish short-term bonuses: survey
Financial services firms are responding to the perceived negative impact of their remuneration practices by changing the mix of pay, moving emphasis away from short-term incentive schemes in favour of salary, according to a global survey of more than 60 organisations by Mercer. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Pensions for all in UK market’s big DC shift
Now that automatic enrolment has become the centrepiece of UK pension reform, decent retirement incomes should no longer be exclusive to company veterans and the well-off. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Strong internal team powers New Jersey fund
The $68 billion New Jersey Division of Investment (NJDI) has made claims to be the best performing public pension fund in the US in fiscal year 2009. This is made all the more impressive considering the internal investment team, which manages a large majority of assets, numbers only 16. Amanda White looks behind the scenes
CalPERS’ new sec lending risk controls
CalPERS has made some significant changes to its securities lending policy document in order to reduce risk and improve counterparty diversification in the portfolio, including a reduction in the maximum exposure to any counterparty, from 30 to 25 per cent of the total program.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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