New York-based Kudu Investment Management has returned to Australia in hopes of pulling off a repeat of its 2020 deal with Channel Capital.
The regulator says it doesn’t “blindly adopt” a big is good, small is bad approach, and is concerned the industry is consolidating too quickly.
While Australia’s biggest asset owners are “extremely sophisticated” on ESG, the shackles of the idiosyncratic Your Future Your Super (YFYS) benchmarks are still holding them back on portfolio decarbonisation.
While most super funds will deliver their members a negative return this year amidst an indiscriminate selloff, they remain well ahead of their long-term objectives.
While nearly 400 investment factors have been proposed in academic journals since 1960, new research calls into question their practicality – and their ability to earn anybody a performance fee.
Market conditions have shifted dramatically in recent months. But while growth strategies have suffered significant pain, value investors are finally proving their bona fides.
While the best financial interests’ duty (BFID) has seen some super funds think twice about ESG,
reconciling ESG and responsible investment with best financial interests’ duty isn’t the hurdle some think.
While big super is all in on its newly-acquired nation building goals, a hint of caution about member outcomes pervaded last week’s AIST Superannuation Investment conference.
While institutions are yet to make the jump into cryptocurrencies, State Street’s move to launch its first new division in 40 years shows that a whole new universe of assets is here to stay.
Nobody has a crystal ball, but you don’t need one to know that things could be more difficult from here on out. For some funds, it’s back to “investing 101.”
