Allocating capital, market forces and the balancing act of risk | Rich Nuzum

In episode 86, Alex Proimos speaks with Rich Nuzum, president of Mercer’s Investments & Retirement business.

This episode discusses the concerns influencing global investors. We explore the issues of low long-term real interest rates, demographics, water security, geopolitics and climate change and how can fiduciaries price and incorporate these concerns into their portfolio construction. We also discuss the current market structure, the preference for private assets and the allocation of capital and the challenges of being a long term investor during heightened periods of uncertainty.

Show Notes

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.