Joe Morris | Hidden risks, private assets and avoiding emerging markets vulnerabilities
In Episode 49, Alex Proimos speaks with Joe Morris, principal, Asia-Pacific, at Control Risks.
The new defensive: Is there life after bonds?
Investors are facing some deeper thinking about defensive asset classes, portfolio diversification and income generation in light of the diminished attributes bonds now hold in light of unique circumstances financial markets are throwing up. Experts discuss the evolving environment and consider relevant defensive strategies.
Super has to make insurance more understood: Hume
The Senator said there is “such great value” in group insurance, but with a sharp caveat: it only works if people understand what they’re getting for their money.
Rob Leck | Internalisation, asset management and creating an integrated operating model
In Episode 48, Alex Proimos speaks with Rob Leck, director at Cutter Associates.
Damian Graham | ESG risk management, financial materiality and becoming Aware Super
In Episode 47, Alex Proimos speaks with Damian Graham, chief investment officer at First State Super.
Standardisation to address performance gaming
A proposal, released on Thursday for industry consultation, suggests a scoring system to help map unlisted assets to appropriate growth/defensive scores as part of its plan to create asset category standardisation.
Moral outrage at super system ‘justified’: Daley
The former Grattan Institute CEO isn’t pulling any punches in his assessment of the “sharp knife” that is our super system. The “20 to 30” billion dollars it costs to run our retirement savings each year may be terrific for people working in the industry, he says, but not for the rest of the country.
Blood and equity: Family offices flock to PE
Large family offices are trending towards private equity for diversification, access to what they perceive as value investments and an underlying passion for off-market deals that UBS says is “in their blood”.
John Pearce | Market forces, thematic investing and embracing investing principles
In Episode 46, Alex Proimos speaks with John Pearce, chief investment officer at UniSuper.
Media Super entertained other shared services tie-ups, more deals like this to come
Funds will be watching closely recent deals that consolidate back office and investment operations but preserve brand and team identities as more shared service tie-ups get aired with boards.
John Daley | Super reforms, improving the economy and responding to COVID
In Episode 45, Alex Proimos speaks with John Daley, former chief executive, and now a senior fellow of the Grattan Institute.
Prof Rob Hyndman: Forecasting COVID, time-series, and why causality doesnt matter as much as you think.
We speak to Prof Rob Hyndman about the ideas around forecasting, COVID19, and why causality doesn’t matter as much as it should.
