Betashares has become the second ETF provider to launch a superannuation product, but as with other new entrants into the highly concentrated market it will be a challenge for it to find its feet.
The world’s second-largest economy can still expect mid-single digit growth for years to come, says APS Asset Management, but the value on offer is the best it’s seen in decades.
Just like the Future Fund, the recipient of its first active equity mandate since 2017 thinks markets are going to look pretty different over the next decade. And asset management businesses themselves are going to have to do things differently to keep up.
While internal investment teams have generally delivered good outcomes there is little independent review or direct public scrutiny of their performance compared to external managers, according to Frontier Advisors.
Too much of what managers call alpha is just a roll of the dice. To find the real stuff you have to look in private markets, according to Michael Block, while trend following strategies will get you something that looks just like it.
The locally-listed international fundie has “massively ramped up its tech exposure” since it dropped almost all of it in 2021 in favour of big wagers on energy stocks. It’s just not all the tech that it liked before.
The merger between ISA and AIST has created a new organisation that will court both sides of politics to “advocate for the interests” of more than 10 million Australians.
Uncertainty, dispersion and volatility are “magical words” for hedge funds, and the $160 billion Aware Super has reframed its thinking around the liquid alternatives space in a more complex macro environment.
More regulatory pressure on valuation practices means big funds run the risk of missing out on attractive deals and members could face higher costs. But with Australia now at the forefront of defined contribution pensions globally, should GPs get with the program?
An offshore manager took the top gong at Hedge Funds Rock but the big win in 2023 was for an industry on the verge of “tremendous growth” – and the changing dynamics within it.
