Insight puts practice to AA theories

Insight Investments has put the case for active asset allocation for investors over the market cycle, but especially now when both traditional defensive and growth assets are at troubling levels. In a webinar last week (February 25), Bruce Murphy, the

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How a couple of tweaks can help retirees in equities

Even a passive portfolio consisting entirely of Aussie equities can provide some of the defensive and yield-bearing characteristics that retirees usually need with a couple of smart-beta-type tilts. The latest short research note from Parametric, the implementation-focused manager, examines what

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Why 2030 is closer than you think

Michael Power, the high-profile head of strategy for global fund manager Ninety One – formerly Invesco – presided over a research project last year, called ‘The Road to 2030’. He now says: “2030 is closer than you think.” Power spoke

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… as Hyperion bags three Morningstar awards

Hyperion Asset Management is Morningstar’s ‘Fund Manager of the Year’ as well as the top Australian large and small-cap manager, it was announced at the annual awards gathering on Friday night (February 26). A contender with Morningstar for the past

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Strong retail flows recovery set to continue

Fund managers have enjoyed a strong bounce in fund flows, according to Morningstar data, and these flows are continuing in the first quarter of the year. In a webinar for clients last week (February 23), Grant Kennaway, Morningstar’s Melbourne-based director

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Front-to-back outsourcing transforms funds management

The major asset servicing firms are widening their field of vision and have, for the most part, become front-to-back-office providers, as middle-office outsourcing becomes ubiquitous for big investors and managers. It is a development which has taken place concurrently with

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Surge in manager searches as COVID lingers

Super funds and other asset owners are adapting to the lingering impact of the pandemic through a big jump in manager searches, according to the latest quarterly report from bfinance. The global fund search and advisory firm has reported a

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BOC Super + Toyota + Equip + Catholics = Togethr

In one of the more ambitious of big super fund mergers, the BOC Super corporate fund is to follow the similar-sized Toyota Super and join with the new blended industry and corporate fund structure known as ‘Togethr’. Set to be

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Global debt peaks at $360t in a world of worry

The world piled on a further US$24 trillion (A$30.1 trillion) in 2020 increasing the total debt mountain to a new peak of US$281 trillion (A$361 trillion), according to the Institute of International Finance (IIF) analysis of 61 countries. As governments

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The state of the pension fund world

The world’s major pension systems enjoyed their strongest year, last year, for growth compared to GDP, since 1998. The bad news, of course, is that the average 11.2 per cent rise for many countries this helped by stalling or falling

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