30 November 2011 11:15

Fear is trumping greed in global markets, says Jeff Rogers, chief investment officer of Ipac which manages about $12 billion in assets.

“Fear is dominating at the moment,” says Rogers, speaking on the sidelines of the Fiduciary Investors Symposium conference organized by Conexus Financial Ltd., publisher of I&T News.

The balance sheets of many large companies are, however, healthy.

“Corporations are in really good shape,” says Rogers. “There are opportunities but people are reluctant because of economic and political reasons.”

He has advice for his fellow chief investment officers.

“Turn off your computer screen and look at the income streams given to you by quality assets,” says Rogers.

companies, chief, at the, investment

Rest Super’s selective approach to PE pays off as program comes of age

CFS CIO warns on AI ecosystem’s tangled capital web

How Jonathan Armitage is building portfolios for more ‘violent’ markets

ART CIO says balance sheet management will reshape super investing

Robeco CIO says AI winners and losers will be decided within a year

Rest Super’s selective approach to PE pays off as program comes of age

Rest Super has built its private equity program around a deliberately selective approach to manager and deal selection, favouring a concentrated roster of external partners and proactively seeking out top PE firms rather than waiting for them to come knocking. Head of private markets Marina Pasika unpacks the program’s coming of age and what powered an asset class return more than double the peer average in the last financial year.

Darcy Song

August 07, 2026