Global biodiversity loss represents a systemic risk for financial markets, and Australia – and its super funds – should be “global champions” for biodiversity efforts, according to Federated Hermes.
As super funds internalise more and more of their investment management, they’re taking on more and more risk. Many of them still lack a plan to deal with it.
The way super funds make money for their members is going to have to change, according to Colonial First State chief investment officer Jonathan Armitage. But retail funds might prove to have a natural advantage as the whole system shifts into a new gear.
Everybody’s worried that the world’s largest economy will suffer the same fate as Japan did when its asset price bubble collapsed in the late 80s. But, like it or not, China has one big advantage.
The $160 billion fund says that its essential worker housing program stacks up as an investment for both its members and the country’s future. But current policy settings mean few funds can follow its example.
As international sustainable manager Osmosis looks to expand in Australia, a large university has become one of the first investors in the local vehicle for its ex-fossil fuels strategy.
Forestry has investment features that dovetail with the long-term strategies of super funds, according to Atchison Consultants, but the asset class has been ignored in favour of more traditional allocations .
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.
