Private markets are still en vogue amongst institutional investors, even as recent market movements throw portfolios out of whack, according to the findings of bfinance’s biennial global asset owner survey.
Tidbits of good news will send equity markets soaring in the short-term. But the longer-dated fear is that central banks will be forced to respond to a financial accident without having dispatched the inflation genie.
The superannuation industry is grappling with the complexity of delivering retirement solutions. Perhaps the only way to assess how well they work in the future is to start assessing them right now.
As rising inflation and rates bite into returns, institutional investors are increasingly turning to factor investing to help them weather the storm.
Vanguard is living up to its name, with the launch of its superannuation product likely heralding a new age of high intensity fee competition. Managing director Daniel Shrimski says the index giant is willing to play “the long game” to become a major player in the market.
UniSuper is “scouring the domestic market” to build out its unlisted investment portfolio. And as a signatory to the new Affordable Housing Accord, it’s investigating the YFYS benchmark risk of nation-building.
Jerome Powell is bent on “driving the car into the ditch”. But if history is any indicator, widespread fears of low single digit returns for equities are overblown.
New research confirms the “anecdotal concerns” of the superannuation industry that the current design of the Your Future Your Super test makes responsible investing a no-go zone.
Legalsuper CEO Andrew Proebstl is saying goodbye to the fund he’s run for 20 years. But with super once again standing on the cusp of change, he still wants to be part of the industry.
China A share quant house Mingshi is turning its algorithms on the sustainable investing opportunity as government support for a greener economy grows.
