‘So few foreigners speak, read or write Mandarin fluently, so by definition all the information you’re getting is second-hand,’ Aberdeen Standard’s Donald Amstad says when it comes to assessing Chinese bonds.
This session explores asset owners’ thinking about applying the performance tests and the potential unintended consequences as we enter a possible inflexion point around capital market assumptions.
Recent market stress episodes have driven bond yields to new lows in many markets. With monetary policy now effectively dead, do government bonds still play an important role in defensive portfolios or are there new strategies and assets we can consider?
This session explores the structural change that is occurring in the Australian banking sector and its impact on lending markets.
This session explores the sectoral changes, disruption to the lending environment across the capital stack and the associated challenges of refinancing debt maturing over the next 24 months.
The session provides a risk assessment of the market and approaches to benefit from distressed opportunities.
This session explores the risks and opportunities and how best to lend money to Chinese companies?
This session discusses whether emerging markets will see a tailwind for exchange rates, credit spreads and valuations as higher goods production and the balance of payments improve.
History teaches that the solutions to debt deflation are inflation, confiscation, endemic low growth or war. Will further stimulus from the fiscal side delay the full extent of the deflationary output gap?
Over the past three decades, monetary policy has caused ever higher debt and ever greater instability in the financial system. Have central banks pursued the wrong policies over this period? What role must fiscal policy play in dealing with the current crisis?
Even in cases where remediation programs have begun or actions have been taken and where remediation is possible, regulators and government remain unclear about how trustees can direct funds to pay without impacting member balances, a House or Reps committee has heard.
This session examined the internalisation of equities in super funds, looking at the resources, technology and talent required as well as the governance and processes that enable best practice. Speakers: Brett Chatfield, Deputy chief investment officer, Cbus Justin Pascoe, Head of equities, AustralianSuper Moderator: Amanda White, Director of institutional content, Conexus Financial Poll results:[vc_line_chart x_values=”” … Read more
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In-depth interviews with leaders, experts and visionaries in the institutional investment community
Updates on the latest industry policy developments and regulation
The challenges and innovations of custody, technology and operational due diligence
Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
