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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Investment decision making framework needs a rethink post crisis
While advising clients not to rebalance throughout much of the financial crisis, RogersCasey now believes investors should reposition to a “normal” asset allocation position, providing they re-examine what that ‘normal” is. Amanda White spoke with chief executive Tim Barron. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CalPERS and Macquarie in tit for tat property deal
Global Retail Investors (GRI), a joint venture between the $188 billion CalPERS and First Washington Realty has bought a large portfolio of shopping centres from Macquarie CountryWide Trust, a realestate portfolio the joint venture largely sold to Macquarie nearly five years ago. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Temasek expands co-investment platform
The S$185 billion ($134 billion) Temasek Holdings is considering a long-term plan to develop a co-investment platform for retail investors, on the back of a long history of co-investment with private equity funds and other institutional investors. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Teachers argues against private placement voting rights
The $C87 billion Ontario Teachers Pension Plan (OTPP) is arguing for the protection of investor voting rights in corporate transactions, as one of its private equity funds is fighting the effects a private placement by an investee company may have on the voting results in a second stage amalgamation transaction. mrec4inarticleinline Sponsored Content scnative1 scnative2
Harvard endowment in hiring mode
The Harvard Management Company (HMC), which manages the assets of the Harvard Endowment, is hiring again after cutting up to a quarter of jobs earlier this year, with 18 investment, accounting and technology support jobs currently on offer, and chief executive, Jane Mendillo, citing a plan to add key investment professionals in coming months. mrec4inarticleinline
Institutions review securities lending programs
Almost half of US institutional investors are turning their back on securities lending programs, with cash collateral reinvestment losses the leading concern among three quarters of those who participated in a recent survey by Callan Associates, and for a lot of funds the next decision is what course to take in the recovery and mitigation
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