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.
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.
In episode 66, Alex Proimos speaks with Edward Tricker, chief investment officer, quantitative strategies, at Graham Capital Management.
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.
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.
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.
When quizzed on whether investors should be worried about companies such as Amazon and Netflix being rewarded for traction and growing their user base while maintaining relatively small profit margins and cash flow, Jennison Associates’s Baribeau replied he “wouldn’t be concerned about it at all.”
Having presented himself as someone who can unify both sides of politics, voters have effectively “called Joe Biden’s bluff” by electing him with what is likely to be a Republican senate, Stephen Kotkin points out during a wide-ranging interview.
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.
Insurers are grappling with stapling as they look to give value to consumers for Group Life cover under a code of conduct which becomes enforceable next year.
Three super and insurance industry experts say the “brave new world” of super – post budget, productivity and royal commissions – has resulted in some residual confusion.
The pandemic is expected to leave permanent change in office styles and locations as many employers keep some aspects of home office work established during the pandemic, a Group Insurance Summit panel says.
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