While the White House’s economic nostrums are rattling the markets, the long-term outlook for commercial and investment relations between the two countries is positive, with a recent summit in the US further cementing ties.
The employer-employee split worked well when not-for-profit funds were in their infancy. Today, in an era of member choice and the growing demands of retiree members, it’s a model that fails to cut the mustard.
A high US January CPI number rattled the markets before the Producer Price Index (PPI) calmed investor waters. A closer look at the data, however, shows a far from rosy picture, especially with President Donald Trump’s policies likely to push prices higher.
Despite being a growing reservoir of funds under management, this critically important pool of capital is confronting mounting problems collating and disseminating key data in a timely manner.
The ratings house is pinning its growth strategy on a revamped methodology that increases the emphasis on governance to 25 per cent – a timely move considering APRA’s proposed reforms.
If the regulator’s proposal to limit board tenure to 10 years takes effect, then many non-executive board members will be in the firing line, with industry funds likely to have the most casualties.
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.
A world where animal spirits are running wild is also one that has temporarily divorced from fundamentals. Experience tells us this often doesn’t end well.
The chief executive of the $40 billion fund says that bringing back defined benefit funds could make the public service an attractive career path again and strengthen the social compact with nurses, teachers and police.
