Better valuation, performance monitoring and risk assessment methods are needed for infrastructure assets if institutional capital is to play a key role in the economic recovery following Covid-19, experts say.
While he doesn't advocate forced vaccinations, the world-renowned medical professor and heart and lung intensive care specialist expressed frustration with poor leadership and the media "beat up" on blood clots, which has undermined confidence in the global vaccine rollout.
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.
The range of forecastable economic outcomes is as wide as its ever been, says MLC Asset Management portfolio manager Myooran Mahalingham. Tread lightly on the hunt for alpha, and keep the fundamentals front of mind.
The pandemic's economic and social impact are likely to surge in the coming months in spite of the number of claims directly related to infection with Covid-19 being minimal, MLC Insurance's Sean Williamson points out.
The boards nailing their governance objectives during the pandemic are the ones that have a dynamic, open relationship with their C-suite according to Vanessa Pigrum, head of The Cranlana Centre for Ethical Leadership.
The ex-Liberal party leader was joined by a host of industry names on an "emergency" webinar to discuss the importance of continuing the legislated SG increase in July 2021, despite the economic effects of the pandemic.
While the March sell-off destabilised portfolios, savvy funds used what Cbus Super's Scott Pappas called 'the mother of all stress tests' to gauge how well their portfolio managers shifted strategy and handled the duress.