The chief executive of the $40 billion fund says that bringing back defined benefit funds could make the public service an attractive career path again and strengthen the social compact with nurses, teachers and police.
The set-up for emerging markets is better than ever, and harks back to the beginning of their decade-long run following the end of the Asian financial crisis. And while Trump has investors running scared, fears about another brushfire trade war are overblown.
Longview Partners was on the bleeding edge of machine learning adaption in funds management. But it’s mostly steered clear of the AI boom that’s taken markets by storm.
You can’t try and forecast every twist and turn, but you can prepare your portfolio to handle them. Brighter Super is piling into active equities and eyeing more infrastructure investments to navigate a volatile macro backdrop.
Australia’s private credit boom and Perpetual’s torturous takeover and demerger process means big chunks of the mid custody market are up for grabs, according to Equity Trustees.
With uncertainty looming from Trump tariffs to the impact of DeepSeek on AI, Amundi is focussing on global equity opportunities, diversifying with gold and maintaining a tactical approach to duration.
The romantic relationship between TenCap founders Jun Bei Liu and Jason Todd has exploded into the press, but Liu tells Investor Strategy News that her personal life has nothing to do with the running of her Alpha Plus fund.
Industry veteran Graeme Miller will step into the chief investment officer job at Mercer Super after a nearly nine year stint at TelstraSuper where he played a “pivotal role” in shaping its investment strategy and approach to sustainable investing.
The Future Fund had a relatively rosy 2024 but is sticking with its prediction that the global economy will become more fragmented and difficult to navigate for even the largest and most sophisticated institutional investors.
Super’s biggest problem likely lies within funds themselves, with many using legacy operational infrastructure ill-suited to the needs of the major financial organisations they’ve become.
