Short and long-term factors are benefitting investors and their managers which have either entered the private markets space or expanded their capabilities. To the chagrin of detractors, Australia’s big not-for-profit funds can hang their hats largely on private markets for much of their outperformance. We all know UK based global manager Schroders is very old,…
The case for venture capital as an institutional investment has never been more apparent. As others in the private markets generally are saying, “where else are you going to invest?” While a new model doesn’t make it any easier for Australia’s big funds to invest locally, it does so globally. The new model consists of…
Insurance-linked securities and catastrophe (cat) bonds have become increasingly popular investments for institutional investors over the last 20 or-so years, since the market took off due to a spate of hurricanes in the US. COVID-19 has added a new twist. There may now be a capacity problem. According to two complementary research notes by investment…
With rising insurance premiums and continued fears about the impact of climate change – and whether the world is reacting effectively enough – insurance-linked securities and catastrophe bonds are going through a growth spurt. The March market slump due to COVID-19, which weighed heavily on returns for the first quarter, enabled the asset class to…
The job of global custodians is about to get a lot more important as the spread of new technologies takes hold throughout the investment world. A recent paper by Northern Trust’s asset servicing arm ‘reimagines’ the investment world in 2030, looking at what a fully digital world is likely to involve. Over the last decade,…
Australia has a long way to go to catch up to its major trading partners in its planned spend on new infrastructure, notwithstanding Prime Minister Morrison’s pledge of $100 billion over the next 10 years. This should be something for investors to savour, as well as those who benefit from the multiplier effect for employment….
The MSCI group has launched a swathe of indices for the Australian market, its first single-country domestic indices outside the US. There are 52 Australian indices to choose from on top of custom indices, the first two of which are about to be launched by a big super fund. As well as a full range…
The separation of qualitative from quantitative analysis and ratings at Morningstar, the global giant research, ratings and funds management company, goes way back, prior even to its expansion into Australia and New Zealand more than 20 years ago. That separation is now to end, at least at leadership level. The amalgamation of the two is…
Almost half of the top 500 global fund manager brands have disappeared in the last decade, the latest Thinking Ahead Institute annual review of the sector has found. A total of 232 names on the 2009 list of 500 largest asset managers were not on the 2019 list. Pre-dating the COVID-19 crisis, the Thinking Ahead…
Asset Management salary and bonus – how do you compare? The Savvy Content Team has updated this unique list of the best U.S. and Canadian Asset Management salary surveys reviewing the Investment, Pensions and Finance industries. These salary surveys cover a variety of roles within Fund
