Recent market moves won’t be the end of ESG, but it’s as good a time as any to remind investors that there’s more to it than exclusion.
With investments in everything from music royalties to litigation financing, international private markets manager Northleaf is exploring a “robust pipeline” of deals Down Under.
“When it comes to super, all the evidence points to the more you pay, the less you get. There’s lots of reasons for that, the most fundamental of which is that active management really struggles to outperform the market.”
The end of supportive monetary policy is bringing wild market volatility with it, and the old impulse to “buy the dip” will no longer be rewarded.
Qantas Super has made more green moves across its portfolio by tipping $50 million into a new fund targeting companies keyed to the tidal wave of investment into emissions reduction technologies.
There’s no end in sight for the pain in equity markets, and investors are rushing for the exit. But Australian equities offer a bright spot.
While value has been the winner of the recent market rout and growth the loser, a zealous adherence to either style could see managers burned by economic downturn.
While the publishing of retirement income strategies is a big step forward into super’s new frontier, many of those strategies are based on a “very unsafe foundation.”
The performance test for Choice products has been paused, and the Albanese Government has launched a sweeping review into the Your Future, Your Super (YFYS) reforms. So what comes next?
While passive investment strategies are now used to manage the majority of equities, the absence of active managers would only create a “mindless boom and bust.”
