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Ho-hum response to retirement covenant paper

The Government’s ‘Retirement Income Covenant’ is off to a shaky start following initial reactions to its position paper. There is a complete absence of detail for super funds to ponder. While welcoming the Government’s move on the subject and the

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Equity funds growth continues to slow

The recovery of inflows into equity and other growth-orientated managed funds which started towards the end of last year has faltered, with the second-consecutive quarter of slower growth. According to the latest figures from Calastone, the global funds data network,

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Vaccine numbers as asset pricing inputs

Exogenous factors, such as wars, can and do impact markets but rarely do we get to see a medical crisis play out quite like this. It is science versus the unknown. At a briefing featuring three of its managers last

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How ACSA prepares for ‘Uber’ moments

A key and enduring theme of the work of the Australian Custodial Services Association is the search for ever-greater efficiency in financial markets. Custodians need always be prepared for the next ‘Uber moment’. The latest such moment came in February

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ESG impacts fund managers’ future

The flow of money into ‘dedicated sustainable investing’ will accelerate over the next four years, with global assets hitting US$13 trillion (A$17.8 trillion) by 2050. But there are steep hurdles for fund managers hoping to take part. According to a

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Ian Silk’s memorable career, and memorable speeches

Ian Silk, soon to retire from AustralianSuper, was an infrequent speaker on the conference circuit, but his speeches were memorable. Two were very memorable and, as you might expect, prescient. AustralianSuper announced last week (July 13) that Silk, the first

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How to address the net-zero challenges

With 128 fund managers having signed up for the Net Zero Asset Managers initiative commitments, one of them has spelled out just how difficult the path to net zero will be for both managers and investors. Martin Currie, the global

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Inflation concerns over ESG

They are two hot topics of analyses in the investment world. What is not so well known is that the coming round of inflation will likely be exacerbated by ESG strategies. The obvious element to cause a spike in prices

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Alternatives may benefit from ESG and inflation

Every cloud has a silver lining. Alternatives may benefit from both the trend to ESG strategies and the extra inflationary pressures which ensue, according to the mid-year outlook from Franklin Templeton. Two of Franklin Templeton’s affiliate managers, Clarion Partners and

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