Index providers should face the same regulatory hurdles as investment managers, a new US legal paper argues. In the US, plain-vanilla indexers are regarded as information ‘publishers’. The University of Virginia School of Law (UVS) report says most index providers
Investors should increase allocations to active management strategies against an increasingly uncertain global backdrop, according to a new Willis Towers Watson (WTW) report. It is a “cyclically fertile ground for alpha”. The WTW analysis, ‘Outlook 2021’, says “skilled active management
Real asset investors are turning to face the strange environment of 2021 as technological and social trends mix with a global pandemic to fast-forward fundamental changes, according to the latest AMP Capital market outlook. “Disruption has accelerated changes underway in
Interim Mercer NZ chief investment officer, Ronan McCabe, has been upgraded to permanent following a long recruitment process to replace, Philip Houghton-Brown. The Sydney-based McCabe stepped into the breach last September when Houghton-Brown departed for the head of investment solutions
US-based niche thematic fund firm Ark Investment Management has jumped ahead of global giants BlackRock and State Street in exchange-traded fund (ETF) flows in January, according to a Sovereign Wealth Fund Institute (SWFI) report. The SWFI report says Ark, which
Maple-Brown Abbott’s affiliated listed infrastructure management firm is turning off gas and switching more to electric as the world adjusts to a low-carbon energy future. In a paper published last month (January 25), the Sydney-based Global Listed Infrastructure says its
The NZ Superannuation Fund has slightly lifted both long-term outperformance and risk expectations in its latest ‘reference portfolio’ review while removing an explicit emerging markets benchmark from the process. Following the five-yearly refresh of reference portfolio assumptions in 2020, the
Northern Trust has won another passive global equities gig with a bank-owned KiwiSaver fund following a mandate reshuffle at the Westpac scheme in New Zealand. Australia’s Ninety One was also a winner in the reshuffle. Along with several other changes,
Legendary investor Jeremy Grantham has called bubble on the longest bull market in history. In a searing client newsletter, ‘Waiting for the Last Dance’, Grantham says current market conditions that feature “extreme overvaluation, explosive price increases, frenzied issuance, and hysterically
Almost all global pension investors expect post-COVID financial markets to follow a ‘W’ path or play an accordion-like tune, a new survey has found. Whatever the shape of the future, it will not be smooth. The study, by UK-based research
Index providers should face the same regulatory hurdles as investment managers, a new US legal paper argues. In
Investors should increase allocations to active management strategies against an increasingly uncertain global backdrop, according to a new
Real asset investors are turning to face the strange environment of 2021 as technological and social trends mix
Interim Mercer NZ chief investment officer, Ronan McCabe, has been upgraded to permanent following a long recruitment process
US-based niche thematic fund firm Ark Investment Management has jumped ahead of global giants BlackRock and State Street
Maple-Brown Abbott’s affiliated listed infrastructure management firm is turning off gas and switching more to electric as the
The NZ Superannuation Fund has slightly lifted both long-term outperformance and risk expectations in its latest ‘reference portfolio’
Northern Trust has won another passive global equities gig with a bank-owned KiwiSaver fund following a mandate reshuffle
Legendary investor Jeremy Grantham has called bubble on the longest bull market in history. In a searing client
Almost all global pension investors expect post-COVID financial markets to follow a ‘W’ path or play an accordion-like
