A new ‘normal’ in a post-COVID-19 world
Every Australian has by now been affected by COVID-19 in some way, some dramatically.
Deanne Stewart | Integrating super funds, managing cross-subsidisation and the governance principles
In Episode 35, Alex Proimos speaks with Deanne Stewart, chief executive officer at First State Super.
Deloitte’s Roodt says early super access an ‘unmanageable’ risk
Deloitte Consulting’s Craig Roodt says funds should focus on building general resilience to prepare for specific shocks like early access to super.
Sam Reynolds | Monetising the sun, grid parity and understanding the energy curve
In Episode 34, Alex Proimos speaks with Sam Reynolds, managing director of Octopus Investments Australia.
Leadership and tough decisions at Juukan Gorge
There are many possible responses that a super fund could take to a situation like Juukan Gorge, but investment returns appear to have outweighed ESG issues yet again.
Danielle DiMartino Booth | Fed delusions, an unholy balance sheet recession and the coronavirus act of war
In Episode 33, Alex Proimos speaks with Danielle DiMartino Booth, CEO and chief strategist for Quill Intelligence LLC, a research and analytics firm.
Dania Zinurova | Impact of COVID-19, real assets and identifying resilience
In Episode 32, Alex Proimos speaks with Dania Zinurova, director of manager research, Australia at Willis Towers Watson.
Sicilia: No cash-flow crisis, critics ‘simply wrong’
Hostplus CIO Sam Sicilia says critics are “simply wrong” about the fund facing a cash flow short-age, and argues the labels growth and defensive have become obsolete to the point of being “nonsensical”.
Australia’s super industry should chase inflation-based returns
Superannuation funds are aiming at the wrong goal posts by focusing on short-term performance league tables, says Callidum Investment Research principal consultant Rob Prugue.
Pension Loan Scheme provides a comfortable retirement
Most Australians believe they are ineligible but changes to a Government loan scheme may augment retirement income for many, says Rice Warner chief Andrew Boal.
Sam Sicilia | Investment beliefs, avoiding market timing seduction and what really matters
In Episode 31, Alex Proimos speaks with Sam Sicilia, chief investment officer at Hostplus.
The power of the eyes in finding fraudulent actors
With no immediate end in sight to travel restrictions the due diligence activities of investors are being severely impeded. Castle Hall’s Alex Wise discusses what this means for due diligence programs in 2020.
