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.
The twin forces rewriting the rules of investing
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
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The undesirable effects of banning short sales
In his latest paper, professor of finance at EDHEC risk and asset management research centre based in France, Abraham Lioui, conducts an in-depth study of the recent decision to ban short selling, highlighting the quesionable reasons for the ban and the prejudices that weigh on those that short. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Inside Ontario Teachers’ – VFMC foray into Birmingham Airport
Leo de Bever, one of the key decision-makers in a co-investment deal to buy almost half of Birmingham International Airport and now CEO of AIMCo, tells Simon Mumme about the future scope and necessary resources, relationships and disciplines required for co-investment deals. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Dutch funds reduce risk as recovery plans kick in
Dutch pension funds have been forced to rejig their asset allocations, reducing risk in an attempt to meet stringent statutory funding requirements enforced by the Dutch regulator, De Nederlandsche Bank (DNB). mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Corporates walk funding tightrope as DB plans falter
An analysis of defined benefit schemes around the world reveal they all face the same issues of severe underfunding, but what should they do about it? In recent weeks, some of the world’s largest consultants have warned of the liability blow outs facing corporates with defined benefit (DB) pension plans. mrec4inarticleinline Sponsored Content scnative1 scnative2
Governance foiled by human folly at NY state fund
The third largest fund in the US, the $122 billion New York state pension fund, has recently been embroiled in a tale of greed, fraud, bribery and corruption, with a number of its alternative investment funds allegedly tainted by the wrong-doing of former employees of the state comptroller’s officer, including its former CIO. In this
Maybe it’s time to get back into the water, with a life jacket
Institutional investors have never been market timers, but in this editorial, publisher of conexust1f.flywheelstaging.com, Greg Bright, argues maybe now is the time for pension plans to take a bet. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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