Tahn Sharpe, Author at Investment Magazine

Asset Classes

Sunsuper: Fixed income to look different, post pandemic

Traditional fixed income sleeves will take an entirely different shape in the post-pandemic era, with the allocation of negative bond yields and cash investments hard to justify in portfolios according to Sunsuper head of asset allocation Andrew Fisher.

Tahn SharpeDecember 2, 2020

Leadership

Future Fund’s Arndt: From CIO to CEO in the middle of a pandemic

When Covid-19 hit, Arndt was considering whether to apply for the CEO role vacated by David Neal. In the blink of an eye, none of that mattered. Since taking the job, he’s come to realise the market crisis was just the front end of a massive wave of change.

Tahn SharpeNovember 30, 2020

Leadership

Shane Fitzsimmons: Leadership under fire

During a candid discussion, the man who guided Australia through the 2019/20 fires revealed his own father’s untimely death while battling bushfires shocked him “to the core”, but the tragedy firmed his resolve to live a life serving the community.

Tahn SharpeNovember 30, 2020

CIO profiles

NZSuper CIO reveals his most important investment decision

The reference portfolio might only be reviewed every five years, says Stephen Gilmore, but it sets out the fund’s risk appetite and lays down a framework the investment committee can use as an anchor when they chase active returns. ‘It’s an equilibrium concept,’ the CIO says.

Tahn SharpeNovember 19, 2020

Leadership

UniSuper’s O’Sullivan wins FEAL Exec of the Year award

UniSuper CEO Kevin O'Sullivan has been named as the FEAL Executive of the Year for 2020 at a dinner attended by 60 industry guests in Sydney and livestreamed around the country.

Tahn SharpeNovember 19, 2020

articleInvestor profile

‘Coincidence of impacts’ marginalising 60/40 benchmark: State Super’s Pratt

The move away from traditional 60/40 benchmark portfolios may have been hastened by the pandemic and our ultra-low rate environment, says the fund’s head of strategic partnership, but the writing has been on the wall for a number of years.

Retirement

Simplicity and confidence key to retirement puzzle: Challenger

Finding better retirement solutions will require more than just ‘age and balance’ metrics, but the industry will need to keep things simple to retain members’ faith and their confidence to spend, according to Challenger’s Aaron Minney.

Tahn SharpeNovember 2, 2020

articleGeopolitics

Mistrust and the ‘polarisation industry’: Kotkin on what’s ailing the US

As the US prepares to elect its leader for the next era, Princeton’s professor Stephen Kotkin highlights the core issues that will need to be addressed in order for a fractured society to regain some semblance of solidarity.

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