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Don Gunawan, Head of Institutional & CIO Sales of Mirae Asset Global Investments Australia discuss “The Case for Investing in Asia”.
The spectre of early release still looms large over the industry, and super’s true believers want its purpose legislated to prevent Australia’s retirement savings from becoming a crisis piggy bank.
“If you have style drift and you move into the latest hot thing, you’re gonna get whipsawed… That’s usually the death knell of a fund manager, that style drift.”
Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.
The Australian market limped into the weekend, with the benchmark S&P/ASX200 index on Friday finishing down 38.5 points, or 0.54 per cent, to 7032.5, while the broader All Ordinaries lost 36.6 points, or 0.5 per cent, to 7288.8. The energy sector was the only shining light, up 2.3 per cent for its best day in almost…
It turns out that being a top performer can be tough as institutional clients pull money from favourites amidst broader equity de-risking.
Allocations to unlisted property, diversified fixed interest, Australian and international shares had the greatest impact on whether an option passed the test or not.
Dotted with various government funds, the Pacific Islands has emerged as a competitive space for NZ and Australian-based investment advisers.
Chicago-based V-Square Quantitative Management has expanded its separately-managed account platform with the launch of its Global Equity ESG Materiality and Carbon Transition Indexed Strategy.
Consolidation among superannuation clients is changing the nature of Citi’s business with them, and increased appetite for nation-building in Australia means plenty of opportunities in private markets.
The old ideological battlelines are being drawn up once again in preparation for three more years of fist fighting over Australia’s retirement savings.
The current challenges and opportunities facing the EM asset class from the perspective of allocators and consultants has highlighted three questions that are top of mind for EM Debt Investors. How vulnerable are EMs to current macro challenges?Since the start of the year, we have been in a bond bear market with yields rising and…
As the new Labor Government explores pathways to 15 per cent, the superannuation industry needs to examine whether that’s really in the best interests of members. As of July 1, the superannuation guarantee will rise to 10.5 per cent on its long and meandering path to the legislated 12 per cent. That will give workers…
It’s the end of an era as the bear emerges from hibernation. So who’s staying in, and who’s doubling down? It’s fear and loathing season, but equities continue to rally. This is funny to watch, for the simple reason that it gives us an opportunity to imagine the kind of investor partaking in (and driving)…
Don Gunawan, Head of Institutional & CIO Sales of Mirae Asset Global Investments Australia discuss “The Case for Investing in Asia”.
Harindra de Silva from Allspring Global Investments shares insights with James Dunn from The Inside Network on “What areas of the market are exciting and which are concerning?”
Harindra de Silva from Allspring Global Investments shares insights with James Dunn from The Inside Network on “What are the lessons from the market’s reactions to Covid-19?”
Harindra de Silva from Allspring Global Investments shares insights with James Dunn from The Inside Network on “Is the ESG rating now a stock’s most important metric?”
Canva was the poster child on the way up, and it’s the poster child on the way down. PE might get harder from here, but for Australia’s biggest investors it’s almost always worth it.
All fund managers like to talk about protecting capital. At Ruffer Investment Management, it is a more embedded philosophy than most. The firm was founded by Jonathan Ruffer on the principle that “investors like making money, but they hate losing money more.” Ruffer is built to preserve capital for the long-term: centred on “absolute-return investing with a…
The attractive returns that private equity (PE) has enjoyed for the last few years are set to collide with skyrocketing inflation as another business cycle draws to its close.
Not-for-profit (NFP) investors are keen to jump into the private markets, but are being held back by the complexities of manager selection and concerns around cost.
