Session recordingInvestment strategy
After The Free Lunch: The Next Drivers Of Investment Success
The 60/40 benchmark portfolio is 35 years old. Its prominence culminates with the longest decrease in interest rates. How do investors need to reframe the way that they look at portfolios today? What characteristics are critical for investors as they redefine their return objective, implementation options, and ultimately map risk to member outcomes?
Kim Bowater, Director of consulting, Frontier
Mark Burgess, Chair, investment committee, HESTA
Michael Drew, Chief investment officer, MGD Private
Keri Pratt, Head of strategic partnerships, NSW State Super
Moderator: Gerard Parlevliet, Chair — investment committee, Prime Super