How has COVID-19 changed the landscape for impact investing?

We’re joined by Nuveen Co-Head of Impact, Rekha Unnithan for a discussion on the role that impact can play in shaping a better post-COVID world.

We also cover the specific private equity investments that are seeing strong growth in the impact space, and Rekha’s views on the importance for resource efficiency and inclusive growth.

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This week we continue our discussion on cash assets and liquidity strategies with Daniel Gerard, Senior Strategist of Global Markets and Raf Choudhury, Senior Investment Strategist from State Street Global Advisors.

This episode takes a particular look at liquidity and solvency issues, as well as how super funds have approached liquidity demands in 2020.

In this edition of the SuperTalk podcast we join forces with State Street’s Engage podcast to have a chat about cash portfolios with Daniel Gerard, Senior Strategist of Global Markets and Raf Choudhury, Senior Investment Strategist.

Throughout the Covid-19 economic crisis there has been a need for liquidity, and it has been interesting to see the ways in which investors have used cash assets to navigate such an uncertain and volatile year.

Dan and Raf provide their takes on the short term and log term considerations for cash and liquidity in the current environment.

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What do we mean when we talk about impact investing? Surprisingly, not everyone is on the same page.

Jonathan Dean, Head of Impact Investments at AXA IM joins us to provide an understanding of impact investing that focusses on identifying issues and investing in practical solutions.

We also cover the need for global thinking on impact investments, the role that impact will play in post-COVID economic rebuilding and the concept of impact-washing.

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Australia’s Modern Slavery Act 2018 has brought modern slavery risks and reporting into sharper focus for institutional investors.

With super funds required to report annually on their risks and exposure to modern slavery, we soke with Hannah Shoesmith to get an insight into how Modern Slavery laws and reporting requirements have been working in the United Kingdom, where a law has been in place since 2015

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With super funds eager to continue improving their data management systems, we sit down with a panel of data experts from J.P. Morgan, HESTA, AustralianSuper and the Accident Compensation Corporation (NZ) to get an insight into how they are building better systems.

We cover the data needs for internalising investment teams, communicating with board members, and how data systems have helped funds navigate market volatility in 2020. Plus, we look to the horizon with what key data system considerations will be front of mind in the coming year.

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Trade relations between China and the US have seen further pressure in 2020 with COVID-19 and the approaching US election.

Luis Oganes, Managing Director and the Head of Currencies, Commodities and Emerging Markets Research from J.P. Morgan joins us for a discussion on the geopolitical impact to investments from global trade tensions.

We've previously looked at how specific investment assets have fared during 2020, but this week we are looking at how the investment teams themselves have coped with the pressures of the COVID economic crisis.

QIC’s Allison Hill and Susan Buckley joins us to discuss the qualities and processes needed to lead investment teams, and how their experiences from the GFC have shaped their approach to navigating the current situation.

How well are your real estate investment assets generating sustainable outcomes?

We spoke with Chris Nunn, Head of sustainability for the real estate business at AMP Capital, to get an insight into how climate change risks are present in real estate assets, as well as an overview of AMP Capital's climate strategy to 2030.

Retirement system inequity that existed prior to the COVID pandemic has been further impacted in 2020.

We sit down with AIST Head of Advocacy, Mel Birks for a deep dive into AIST's pre-Budget submission that lays out the impact of the COVID Super Gap.