Funds need more scrutiny on internal teams, investment models: Frontier

While internal investment teams have generally delivered good outcomes there is little independent review or direct public scrutiny of their performance compared to external managers, according to Frontier Advisors.

Lachlan Maddock | 22nd Sep 2023 | More
Why investors can’t write China off yet

China still offers a compelling long-term investment story for investors willing to look past short-term headwinds in property and politics, according to Ninety One.

Staff Writer | 22nd Sep 2023 | More
US politics, more global conflicts top risks for instos

Not every risk is out in the open, and Allspring Global Investments is keeping a close eye on those that some segments of the market struggle to price – including a US government shutdown and a war on the Korean peninsula.

Staff Writer | 22nd Sep 2023 | More
News
Why GQG brought tech ‘back from the bench’

The locally-listed international fundie has “massively ramped up its tech exposure” since it dropped almost all of it in 2021 in favour of big wagers on energy stocks. It’s just not all the tech that it liked before.

Lachlan Maddock | 20th Sep 2023 | More
Super’s new voice gets a name, looks for a face

The merger between ISA and AIST has created a new organisation that will court both sides of politics to “advocate for the interests” of more than 10 million Australians.

Lachlan Maddock | 20th Sep 2023 | More
New arguments in the great valuation debate

More regulatory pressure on valuation practices means big funds run the risk of missing out on attractive deals and members could face higher costs. But with Australia now at the forefront of defined contribution pensions globally, should GPs get with the program?

Lachlan Maddock | 15th Sep 2023 | More
Comment
How much diversification is enough?

Investors are sailing in uncharted waters, writes Michael Block, and the only way to navigate them is through a well-diversified portfolio. But is it possible to have too much of a good thing?

Michael Block | 27th Jul 2023 | More
Political pain awaits super’s private markets push

If greed is good in the world of private equity, it’s anathema to super funds and other pension plans with members that will never make as much money as the people who manage their retirement savings.

Lachlan Maddock | 26th Jul 2023 | More
My father’s table: Orwellian doublespeak and the great ‘retire rich’ lie

Breaking superannuation into three different funding models may not be the right answer, former Lazard executive Rob Prugue writes, but at least it cuts through the fallacy at the heart of our superannuation ideal. 

Rob Prugue | 14th Jul 2023 | More
A few bad apples, or is the whole financial orchard at risk?

The crippling doom loop between the banks and the real economy we saw in 2008 is unlikely to feature in the coming recession, says Ruffer’s Jamie Dannhauser, who is more concerned about a violent liquidation in financial markets.

Jamie Dannhauser | 31st May 2023 | More
IN Discussion
INDepth with Anthony Kirkham from Western Asset Management

Anthony Kirkham from Western Asset Management goes in-depth with James Dunn from The Inside Network on bonds are back.

Investor Strategy News | 21st Sep 2023 | WatchPause
INDepth with Steve Sun from Morgan Stanley

Steve Sun from Morgan Stanley goes in-depth with Laurence Parker-Brown on emerging markets and the compelling opportunities ahead.

Investor Strategy News | 20th Sep 2023 | WatchPause
INSight #279 with Henrietta Pacquement from Allspring Global Investments

Henrietta Pacquement from Allspring Global Investments shares insights with James Dunn from The Inside Network on whether to be optimistic about the clean energy transition and Net Zero.

Investor Strategy News | 3rd Aug 2023 | WatchPause
INSight #278 with Henrietta Pacquement from Allspring Global Investments

Henrietta Pacquement from Allspring Global Investments shares insights with James Dunn from The Inside Network on what climate policies are being adopted by issuers.

Investor Strategy News | 3rd Aug 2023 | WatchPause
Podcasts
Hayden Nicholson, Bell Potter Securities
The Inside Network | 7th Jul 2021
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Network | 10th May 2021
Kanish Chugh explores strong returns from Biotech in recent years
The Inside Network | 30th Mar 2021
32% return for calendar 2020!
The Inside Network | 9th Mar 2021
Profiles
JANA chases family offices, not-for-profits as super sees ‘significant change’

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.

Lachlan Maddock | 13th Jan 2023 | More
Julie Lander takes a bow at Care

“We believe in our story,” says Julie Lander. The CareSuper CEO chats to Greg Bright about mergers, diseconomies and spending money.

Greg Bright | 24th Aug 2022 | More
Analysis
Where to really find alpha (and things like it)

Too much of what managers call alpha is just a roll of the dice. To find the real stuff you have to look in private markets, according to Michael Block, while trend following strategies will get you something that looks just like it.

Lachlan Maddock | 20th Sep 2023 | More
Aware eyes a ‘very wide playing field’ for hedge funds

Uncertainty, dispersion and volatility are “magical words” for hedge funds, and the $160 billion Aware Super has reframed its thinking around the liquid alternatives space in a more complex macro environment.

Lachlan Maddock | 15th Sep 2023 | More
Authors
555 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
96 Articles
David Chaplin is a reputed financial services journalist and publisher of Investment News NZ.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
377 Articles
Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
446 Articles
Greg has worked in financial services-related media for more than 30 years. He is a former economics writer for the Sydney Morning Herald and assistant editor and business editor for the Australian Financial Review. Greg has founded many magazines, newsletters and conferences in the funds management industry. Titles he has launched include: Super Review, Investor Daily, IFA, Investor Weekly, Investor Supermarket, SMSF Magazine, the Blue Book, Investment Magazine, I&T News, Professional Planner, Top1000Funds.com, IO&C News, Investor Strategy News and New Investor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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