Market Narratives

{{ show.title }}Trailer Bonus Episode {{ selectedEpisode.number }}
{{ selectedEpisode.title }}
|
{{ selectedEpisode.title }}
By {{ selectedEpisode.author }}
Broadcast by

Summary

In Episode 46, Alex Proimos speaks with John Pearce, chief investment officer at UniSuper.

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.

Show Notes

This conversation discusses the disconnect between the FAANGs and the international equity markets, the impact of the central banks, thematic investing, tactical and strategic asset allocation, building an internal investment team, where external managers are used, tail hedging, governance challenges, first principles and fiduciary duty, and what role super should play in nation-building. 
----
UniSuper is an Australian superannuation fund that provides superannuation services to employees of Australia's higher education and research sector. The fund has over 450,000 members and A$85 billion in assets.

What is Market Narratives?

Market Narratives is a podcast series hosted by Alex Proimos, head of institutional content, at 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.