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.
The race to the bottom on low cost, benchmark aware solutions for a post-YFYS world has pretty much been run. But while the perception of value currently sits on price, that might not be where it ends up, according to Fidelity’s Simon Glazier.
UK pension giant Nest will soon join a roster of industry super fund shareholders as it takes a 10 per cent stake in IFM Investors and looks to grow its private market allocations.
There are fewer super funds, and associations that represent them, than ever before. But multiple layers of industry representation working at cross-purposes means that true unity has remained elusive, according to the Financial Services Council.