The new Super Members Council wants to work with both sides of politics to improve the superannuation system. Keeping ISA’s controversial marketing campaign on the outside will help.
Historical investment skill means managers might have better odds of outperforming in the future, according to new research from Essentia Analytics that chips away at the conventional wisdom of manager selection.
The International Monetary Fund has urged regulators to keep a close eye on private debt as the once obscure asset class enters the investment mainstream.
The industry fund is a cornerstone investor into Fidelity’s new logistics real estate fund, tipping in around A$130 million as it looks to grow its allocation to impact investments.
There’s been good times and bad times for the EM set, but they’ve exited Covid monetary settings well ahead of their developed market peers and their debt is back en vogue.
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.
Private credit has seen huge inflows in recent years, but contrary to the claims made by some of its advocates it’s not a defensive asset class or a substitute for investment grade corporate and sovereign bonds.
Everybody and their dog has an idea for putting the Future Fund to work beyond its core mandate.
But the best idea for getting it to invest more in Australia’s economy is probably already being done.
As 2023 draws to an end, it’s worth looking back at those stories that didn’t make it into the top 10 but in which some of the great industry shifts were chronicled.
More updates to Your Future, Your Super (YFYS) will no doubt be welcomed by the industry, but a thorough review must get to the bottom of the potential system risks created by benchmarking and big funds that keep bulking up.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on how investors perceive emerging markets.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on how important China is to emerging markets.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what drives emerging markets.
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.
“We believe in our story,” says Julie Lander. The CareSuper CEO chats to Greg Bright about mergers, diseconomies and spending money.
Sweeping technological change can upset the best laid plans of big institutional investors. But the way they deal with it is ad hoc, “hazardous” and distorts how they think a portfolio should behave.
Ruffer expects a sudden reversal in the smooth conditions that investors have enjoyed. The ubiquity of multi-strategy hedge funds, algorithmic market making and 0DTE options might make it much worse.
