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.
Sort content by
Mercer 2009 funding and credit balance report
Principal at Mercer, Craig Rosenthal, was among the witnesses who gave testimony to the US House of Representatives Committee On Ways and Means, under the hearing “Defined Benefit Pension Plan Funding Levels and Investment Advice Rules” on October 1. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
UAE and Malaysia strengthen investment ties
In another deal struck in the United Arab Emirates (UAE) financial sector, the $25 billion Khazanah Nasional Berhad of Malaysia has bought a 25 per cent stake in Dubai Islamic investment firm Fajr Capital for $150 million. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
HMC to increase in-house management
Harvard Management Company, with responsibility for managing the $26 billion Harvard endowment fund, has hired a number of senior investment staff and reorganised its internal structure as it positions itself to bring more asset management in-house. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
GIC claws back half of 20 per cent investment loss
The Government of Singapore Investment Corporation (GIC) has recovered almost half of last financial year’s investment loss in recent months thanks to the revival in global stock markets, after recording a 20 per cent fall in assets in the year ending March 31, 2009. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The new reality of pension investment strategies
A survey of more than 85 senior level financial executives at US-based companies reveals few are taking steps to cut costs and improve governance but are reacting to the economic crisis by decreasing equities and eliminating defined contribution investment options. The report by Watson Wyatt shows that two thirds of companies have made changes, or
USS funded status plunges as assets fall 25 per cent
The £21.7 billion ($35 billion) Universities Superannuation Scheme (USS) is facing the prospect of having to initiate a recovery plan after a 25 per cent fall in its assets in the financial year ending March 2009 caused its funded status to drop by almost 30 per cent. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Leave a Comment
You must be logged in to post a comment.
Login