An uncertain market outlook beggars a fundamental rethink of investment strategy. But institutional investors are sticking with what worked in the past, even when they know it won’t work in the future.
A host of things investors have benefitted from in recent decades are likely to turn on a multi-year view. Even the much vaunted alternatives will find it harder to generate alpha.
In the murky world of data – particularly murky with ESG and climate information – blending quantitative techniques and fundamental research is shedding new light for investors.
The level of alpha that hedge funds generated in the age of quantitative easing was “lackluster”, but rising market volatility now offer “a richer opportunity set for skilled managers.”
With rising rates expected to enhance yield in an asset class characterized by floating rate loans, international private markets manager Northleaf will launch a new open-ended private credit fund Down Under.
As rates rise and the money fuelled tech bubble pops, private companies – and their investors – are buckling down. The hard question, for which there is no good answer, is about what happens next.
Portfolios built along factor lines may be better-placed to withstand the grinding effects of high inflation, a recent study probing almost 150 years of market returns has found.
The smart money in the alternatives space is likely to flow into CTAs, or trend-following hedge funds, and global macro strategies, according to an annual survey by capital introduction specialists Agecroft Partners LLC.
It’s big super’s “once in a lifetime opportunity” to build the future. But as funds look to invest in nation-building in Australia and the Pacific, they’ll want the government to share some of the risk.
For every government that wants to work alongside superannuation funds, there’s one waiting in the wings to deliver a regulatory rebuke. Big super needs to think hard about its plans to build the future.
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…
The Inside Network’s industry-first ESG Retreat brings together leaders from every major pool of capital in Australia to focus on the transformative change occurring in capital markets as pressing societal, environmental and sustainability issues come to the fore.
Grant Webster from Ninety One goes in-depth with Peter White from The Inside Network on “Investing in Emerging Market Debt”.
Don Gunawan, Head of Institutional & CIO Sales of Mirae Asset Global Investments Australia discuss “The Case for Investing in Asia”.
Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.
“We believe in our story,” says Julie Lander. The CareSuper CEO chats to Greg Bright about mergers, diseconomies and spending money.
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.
Looking at the real-world consequences of ESG investments should boost risk-adjusted returns and avoid greenwashing. “Get to the nuts and bolts of the investment,” John Green advises super funds.
There are a range of factors that will determine the fees a member will pay. The difference could have a dramatic effect on the final balance of a retiree’s nest egg.
