AIA Australia’s Mu voices support for stapling reforms
It’s time to take the opportunity to think differently about insurance in superannuation, AIA Australia chief executive Damien Mu has said.
Excessive central bank intervention has made the economy more fragile
Central banks have become addicted to providing monetary stimulus at the first sign of trouble and are finding it hard to reverse that course, according to MFS Investment Management’s Barnaby Wiener.
Avoid the greenwashing bubble
Greenwashing is apparent when an organisation spends more time marketing themselves as environmentally sound, rather than actually minimising their environmental footprint, Regnan’s Tim Crockford outlines.
Thinking practically about SDGs
SDGs can lead to a tick a box approach; investors need to focus on outputs and changing the behaviour in portfolio companies, a panel has heard.
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.
Covid-19 catalyses economic power shift towards Asia
There are huge implications for global investors in the ongoing shift in the balance of economic power from the west to the east which has been further catalysed by Covid-19, the Bridgewater co-chief investment officer has said.
How data can better inform selection of real estate assets
The pandemic is going to reveal to the world how important wellness is, according to Lionstone’s Bryan Sanchez, which he adds will change the way property investors consider geographies and certain categoisations.
Don’t rely on off-the-shelf ESG ratings, warn experts
Material factors such as the strength of investor protections and institutions in some countries can be omitted in governance ratings, Causeway’s Mozaffar Khan notes while emphasising the importance of ESG as part of assessing risk and return.
Edward Tricker | Quantitative strategies, transparency of the black box and underpinnings of team culture
In episode 66, Alex Proimos speaks with Edward Tricker, chief investment officer, quantitative strategies, at Graham Capital Management.
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.
Post pandemic economy could be more challenging than markets expect
Low inflation will be one of the key characteristics of the challenging macro economic environment that lies ahead, due largely to the ageing population leading to weaker aggregate demand, PGIM Fixed Income’s Nathan Sheets says.
Stepping out of silos helped Cbus navigate liquidity challenge: Fok
Bringing teams together to find different ways to create liquidity over different timeframes was an important aspect of not only getting through at this critical time but also investing successfully in a substantial and rapid market recovery, the Cbus CIO describes.
