Rice: Is reforming tax on super the way forward?
Michael Rice says before the government makes a tax-grab it should look at the inequities in the superannuation system.
Where’s the transparency?
AustralianSuper’s recent downgrade by Lonsec highlights a longstanding issue for the $3 trillion superannuation industry.
Henrik Andersson | Decentralised finance, crypto and the Wild West
In Episode 15, Alex Proimos speaks with Henrik Andersson, chief investment officer at Apollo Capital.
Lukasz de Pourbaix | Core tenets, asset quality and the X factor
In Episode 14, Alex Proimos speaks with Lukasz de Pourbaix, executive director and CIO at Lonsec Investment Solutions.
AusSuper’s Delaney: Don’t tighten too early
CIO Mark Delaney says more time should be spent analysing the government’s fiscal response to the pandemic which will be key to Australia’s recovery.
Bonds irrelevant to the financial system and no longer defensive
Pendal Group’s Vimal Gor says said bonds will continue to play a defensive role in portfolios but at some point, they will be a “terrible asset” and no longer defensive.
Jeff Chee | Portfolio paradigms, hurdles and integrating outcomes
In Episode 13, Alex Proimos speaks with Jeffrey Chee, global head of portfolio strategy at Willis Towers Watson.
Brian Singer | Market fragility, path dependence and no free lunches
In Episode 12, Alex Proimos speaks with Brian Singer, head of the dynamic allocation strategies team at William Blair.
AMP Capital’s Alliston turns bullish on credit
The investment head of the multi-asset group has wasted no time in seizing opportunities in credit markets even though the future remains murky.
Insurance-linked securities benefit from pandemic premium hikes
Twelve Capital’s Urs Ramseier says COVID-19 is not a disaster for the whole insurance industry and there are big opportunities to be found in catastrophe bonds.
V, U, W, L: Which shape will the recovery take
The global economy is expected to contract by 3 per cent this calendar year 1 , though some market economists expect it to be more. Unemployment is soaring. Businesses are closing. The only question is whether it’s a recession, a depression or something completely new to economics a hiber cession. But what about the recovery? When will it come and what will it look like?
Understanding Chinese distressed debt investment
Even as one of the most compelling opportunity sets in the world, Chinese distressed debt investment remains less understood. In this white paper, ShoreVest seeks to give an overview of this asset class and highlight the intricate know-how that makes it a successful investment.
