You can’t try and forecast every twist and turn, but you can prepare your portfolio to handle them. Brighter Super is piling into active equities and eyeing more infrastructure investments to navigate a volatile macro backdrop.
Australia’s private credit boom and Perpetual’s torturous takeover and demerger process means big chunks of the mid custody market are up for grabs, according to Equity Trustees.
The romantic relationship between TenCap founders Jun Bei Liu and Jason Todd has exploded into the press, but Liu tells Investor Strategy News that her personal life has nothing to do with the running of her Alpha Plus fund.
Industry veteran Graeme Miller will step into the chief investment officer job at Mercer Super after a nearly nine year stint at TelstraSuper where he played a “pivotal role” in shaping its investment strategy and approach to sustainable investing.
The race to the bottom on low cost, benchmark aware solutions for a post-YFYS world has pretty much been run. But while the perception of value currently sits on price, that might not be where it ends up, according to Fidelity’s Simon Glazier.
UK pension giant Nest will soon join a roster of industry super fund shareholders as it takes a 10 per cent stake in IFM Investors and looks to grow its private market allocations.
It’s been an astonishing two years for US equities, but the same can’t be said for global asset markets. 2025 could be a year to explore out of favour markets, according to Ruffer’s Jasmine Yeo.
All strategies work – until they don’t. While the hottest ticket in town is still private credit, is it everything it’s cracked up to be?
This year’s top 10 stories included a peek into AustralianSuper’s international equities build out in London, AMP’s move to slash employee benefits, and plenty of hard-hitting analysis of the issues that matter in institutional investment. But the real story is how readers helped shape all of that coverage.
If 2024 showed us anything, it’s that super funds have to become more than accumulation machines if they want to maintain their status as the trusted guarantors of most Australians’ financial future.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.
Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on whether the previous strategies will continue well in a new regime.
Wenchang Ma from Ninety One shares insights with James Dunn from The Inside Network on any substitute for going out and meeting companies on the road.
Alison Shimada from Allspring Global Investments speaks to Giselle Roux from The Inside Network on responsible investing in EM.
Hostplus’ young demographics and the mandatory nature of superannuation means it gets “a free kick before every game”. But CIO Sam Sicilia says funds must keep questioning the assumptions that underpin the superannuation system and their relationship to it.
Australia’s largest homegrown asset consultant is plotting an expansion further beyond its traditional superannuation clients, while consolidation in the industry is changing the way they work.
The Future Fund had a relatively rosy 2024 but is sticking with its prediction that the global economy will become more fragmented and difficult to navigate for even the largest and most sophisticated institutional investors.
The global hedge fund sector saw net outflows across most strategies over 2024 despite racking-up its best calendar year performance in more than a decade.
