In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Veronica Klaus, general manager – investment consulting at Lonsec, about a range of topics including the advice gap, allocations for retirement, liquidity in private assets and income strategies for retirees.
Returns, resilience and reinvention: What private markets’ top brass are worried about
Senior executives from some of the world's largest private market managers gathered in Berlin this month with a collective understanding: managers who move slowly on AI face not just weaker returns but the risk of owning businesses that have been competitively displaced before they can exit.
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Fed independence a key US inflation variable: Former CEA chair
The path of US inflation hinges on the future of the Federal Reserve, with leading Harvard economist and former Obama administration Council of Economic Advisers chair Jason Furman warning that another variable for inflation is whether the central bank can remain independent.
Public equity manager challenges the case for private
Loomis Sayles’ Aziz Hamzaogullari has questioned whether asset allocators are giving private equity more credit than it is worth, saying the case for investing in PE rests on flawed return measurement, hidden risks and high fees and that public equities should be treated with the same “patience” that PE receives.
Macquarie: Deglobalisation the next inflection point in real assets
Global governments are partnering with private investors to boost their domestic infrastructure and become more self-sufficient in a geopolitically fragmented world, according to Ben Way, global head of Macquarie Asset Management, who said that constrained public balance sheets are increasingly reliant on private capital to meet their infrastructure needs.
Investors put private equity performance under the microscope
Investors are seeking better performance attribution in private markets to better understand underlying return drivers – especially in private equity, where metrics such as IRR or multiples are increasingly criticised for being opaque. HarbourVest made the case for an alternative attribution method at FIS Harvard.
The ‘space economy’ is a legal and literal vacuum for investors
The looming SpaceX IPO has put the spotlight firmly on the so-called ‘space economy’, but asset owners have been urged to exercise caution about investing in a sector that still resembles the wild west, with no legal or governance framework to protect capital. That’s not to say money will not be made, but it might not be in the areas investors first expect.
Photo gallery: Fiduciary Investors Symposium 2026 at Harvard University
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