It’s all coming up roses for the asset class, which is set to benefit from rising inflation and global spending programs. A boom delayed is still a boom. The delta variant stymied reopening plans and the fiscal stimulus expected to
The trend towards super consolidation is continuing apace, but there will be fewer mega mergers. It’s now just a matter of mopping up. Mega fund mergers are likely to slow as boards realise the “significant transition planning and integration activity”
They might be behemoths at home, but Australia’s biggest super funds will be on the backfoot as they scour the globe for investment opportunities. NAB’s biennial FX Hedging survey is not only a good insight into super fund hedging strategies,
A time of great change is upon global markets – and the ‘winners’ that everybody is backing might not be the winners at all. It’s essentially an orthodox view among fund managers that the incumbents in any industry will “win”
The backyard keeps shrinking. And as another big asset disappears from the public market, Australian listed infrastructure investors will have few options but to look abroad for their exposure. The sale of Sydney Airport has generated plenty of headlines about
When Richard Elmslie and Nick Langley started RARE, listed infrastructure “didn’t exist”. They hit the ground running – but that doesn’t mean there weren’t speedbumps. “We started with no revenue and no people – it was an idea,” says Richard
With markets as frothy as they are, you need to find the misfits – and play your cards close to the chest. It helps to be away from the pack. It often takes an outsider to reveal the idiosyncrasies of
Tomorrow is starting to look a lot like yesterday, with policymakers leveraging lessons from post-war Europe to solve the new problems barrelling towards us. Free market thinkers will likely chafe. “Financial repression” is the institutional constraints on interest rates designed
An investor wish list shows how much we’re getting wrong. But it’s a long road to getting things right. One on one, big investors are usually loathe to suggest that governments could be doing more on decarbonisation, regardless of how
The accusations of insider trading hurled at Australia’s big super funds are explosive in nature – and pose something of a headscratcher. Regardless of their weight, reputations are at stake. The revelations made by ASIC on Wednesday last week (October
It’s all coming up roses for the asset class, which is set to benefit from rising inflation and
The trend towards super consolidation is continuing apace, but there will be fewer mega mergers. It’s now just
They might be behemoths at home, but Australia’s biggest super funds will be on the backfoot as they
A time of great change is upon global markets – and the ‘winners’ that everybody is backing might
The backyard keeps shrinking. And as another big asset disappears from the public market, Australian listed infrastructure investors
When Richard Elmslie and Nick Langley started RARE, listed infrastructure “didn’t exist”. They hit the ground running –
With markets as frothy as they are, you need to find the misfits – and play your cards
Tomorrow is starting to look a lot like yesterday, with policymakers leveraging lessons from post-war Europe to solve
An investor wish list shows how much we’re getting wrong. But it’s a long road to getting things
The accusations of insider trading hurled at Australia’s big super funds are explosive in nature – and pose
