Andrew Lill | The road to REST, transformation and building teams for a new market regime

In episode 106, Alex Proimos speaks with Andrew Lill, chief investment officer at Rest Super.

This episode delves into the transformation that REST Super had undertaken since Andrew’s appointment 9 months ago. We discuss the evolution of the internal teams, the competitive landscape, regulatory reforms, and his thoughts around private markets, illiquidity, absolute return strategies, including tail hedging. The conversation also covers the importance of operational infrastructure, taking a total portfolio perspective and where to take an active risk.

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What the transformation of the labour market means to investors

Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant: • Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator: • Julia Newbould, managing editor at Conexus

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