Investors arguably face twin asset bubbles in equities and bonds following decades of stimulative monetary and fiscal policy that have camouflaged the dangers of excess bullish sentiment. The ongoing COVID pandemic and renewed fears of inflation are just two of the many risks. When this is combined with the fact asset owners are developing more integrated approaches such as total portfolio management to maximise their investment opportunity sets, the role of alternatives and absolute returns strategies needs to be explored. While the recent introduction of the controversial Your Future, Your Super (YFYS) performance test represents a further challenge to the uptake of alternatives, this event proposes there is a pathway forward for alternatives and it will look at the challenges and solutions for investors.
Suitable for heads of alternatives, portfolio managers, CIOs and asset consultants.
The Absolute Returns Conference 2021 was held digitally September 15. You can experience our curated program and related content on the “Agenda” tab below. If you have any questions, please get in touch with [email protected]
Good coverage of topics with intriguing discussion between the hosts and panel speakers. This conference definitely met my expectations.
Senior portfolio manager, Christian Super
The conference was well-structured. The audience was engaged and asking lots of questions.
Senior portfolio manager, absolute return strategies, Cbus Super
The broad coverage was suitable for my role as an investment executive and board director.
Head of strategic partnerships, State Super (SAS Trustee)