Lill’s departure caps off years of change for Rest

Andrew Lill has stepped down as chief investment officer of the $86 billion Rest, bound for parts yet unknown. The fund he leaves looks very different to the one he joined.

Lachlan Maddock | 4th Oct 2024 | More
With greenwashing on ASIC’s radar, funds must practice what they preach

Authorities have had enough of greenwashing excuses, and they’re lobbing record fines at transgressors. Funds will have to lift their game.

Tahn Sharpe | 4th Oct 2024 | More
Bursting expectations: why bubbles don’t always end in a market rout

The Magnificent Seven are likely riding into bubble territory but investors might yet avoid a bloody showdown, according to a new analysis by Dutch quantitative manager, Robeco.

David Chaplin | 4th Oct 2024 | More
News
AMP moves ahead with super, North restructure

AMP will reduce the headcount across its superannuation and North platform businesses and press ahead with changes to its redundancy policies even as the Finance Sector Union warns that “staff deserve better”.

Lachlan Maddock | 2nd Oct 2024 | More
Why investors need a new approach to diversification, downside protection

True diversification means owning assets that are truly uncorrelated. But that fact hasn’t stopped big investors from piling into the private markets while pretending that the Fed Put can protect their public portfolios.

Lachlan Maddock | 2nd Oct 2024 | More
AustralianSuper fills ‘pivotal’ chief liquidity officer position

The circa $350 billion AustralianSuper has appointed its first chief liquidity officer to drive the development and implementation of its liquidity strategy as it tries to “get ahead of the curve” of risk management across its portfolios.

Lachlan Maddock | 27th Sep 2024 | More
Comment
Plenty of question marks in super’s state of the nation report

Megafunds are set to control trillions in member savings, but there’s still more questions than answers about the future direction and shape of the superannuation system.

Lachlan Maddock | 27th Sep 2024 | More
Future Fund’s cloudy crystal ball a reminder that markets don’t care what you think

Australia’s sovereign wealth fund’s prediction of a tough year for investors didn’t come to pass, but they’re not the only well-resourced manager that missed the mark. For investors, this period is a reminder that investment patterns may exist, but markets certainly aren’t beholden to them.

Drew Meredith | 18th Sep 2024 | More
Where’s the sense in a useless YFYS test?

The Your Future, Your Super performance test is now redundant. The superannuation industry, and its regulators and policymakers, must figure out what comes next.

Lachlan Maddock | 4th Sep 2024 | More
As systemic risk grows, what you don’t know can hurt you

Against a backdrop of increasing market complexity, the models that have for decades underpinned the way investments are made are no longer as useful as they once were, and threats to the financial system still lurk in its plumbing.

Lachlan Maddock | 14th Aug 2024 | More
INSight #330 with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.

Investor Strategy News | 8th May 2024 | Watch Pause
INSight #323 with Alex Lennard from Ruffer

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.

Investor Strategy News | 7th May 2024 | WatchPause
INSight #296 with Wenchang Ma from Ninety One

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.

Investor Strategy News | 7th May 2024 | Watch Pause
INSight #354 with Alison Shimada from Allspring Global Investments

Alison Shimada from Allspring Global Investments speaks to Giselle Roux from The Inside Network on responsible investing in EM.

Investor Strategy News | 6th May 2024 | Watch Pause
BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
Investor Strategy News | 29th Jul 2024
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Investor Strategy News | 8th Jan 2024
BIT #2: Investment dynamism with Paul Saliba from SQM Research
Investor Strategy News | 11th Oct 2023
BIT #3: Super fund benchmarking with Ian Fryer from Chant West
Investor Strategy News | 11th Oct 2023
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
Investor Strategy News | 11th Oct 2023
BIT #5: Advicetech attraction with Pete Worn from Finura Group
Investor Strategy News | 11th Oct 2023
BIT #1: Compliance matters with Sean Graham from Assured Support
Investor Strategy News | 24th Sep 2023
Profiles
‘An assumption everybody should question’: Sam Sicilia’s $200 billion hypotheticals

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.

Lachlan Maddock | 3rd Apr 2024 | More
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
Analysis
Look beyond macro for opportunities in a ‘desynchronised world’

Investors obsessing over short-term data points are bound to miss the real changes in the companies they’re buying, according to PineBridge, which is peering beyond the macro for “great, durable investment themes”.

Lachlan Maddock | 2nd Oct 2024 | More
EM investors to reap rewards of a ‘decade of transformation’

China’s reduced dominance in the emerging markets has changed the composition of the index, providing greater choice and diversity for investors as supply chains relocate and Asia becomes the world’s AI factory.

Lachlan Maddock | 27th Sep 2024 | More
Authors
767 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
117 Articles
David Chaplin is a reputed financial services journalist and publisher of Investment News NZ.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
376 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
445 Articles
Greg has worked in financial services-related media for more than 30 years. He has launched dozens of financial titles, including Super Review, Top1000Funds.com and Investor Strategy News, of which he is the former editor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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