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Lachlan Maddock


Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.

Lachlan Maddock results

If you’re looking for diversification in PE, keep looking

Institutional investors using private equity for diversification are just “doubling up on their main bet”, according to Capital Fund Management, and true diversification will only come through strategies that have fallen out of favour in the last decade.

Lachlan Maddock | 8th Mar 2023 | More
Human sacrifices, active management and the ‘most valuable company in the world’

Active managers have been “getting it in the teeth” since the GFC, but that’s about to change as the massive misallocation of capital unwinds. The most valuable companies in the world are trading at a multiple that doesn’t befit their status.

Lachlan Maddock | 3rd Mar 2023 | More
‘Everybody’s waiting for the other shoe to drop’ on private valuations

There’s fairly wide disagreement about what private market outperformance will look like in the future, and investors are sweating the amount of money pouring into the asset class. At least the question of valuation is less frenzied than six months ago.

Lachlan Maddock | 3rd Mar 2023 | More
‘All the game is in the few’: Why (most) stocks don’t outperform T-Bills

There’s “ammunition for both sides” of the active/passive debate in research that shows just 2.39 per cent of stocks outperform Treasury Bills. But active managers will be buoyed by findings that fundamentals probably do matter.

Lachlan Maddock | 1st Mar 2023 | More
‘Harm is part of investing’: Portfolios are robust, not resilient

Investors say they want to build resilient portfolios but all they’re doing is making them robust. And that’s not enough to come back better from a downturn.

Lachlan Maddock | 1st Mar 2023 | More
  • ‘Focus on the big game’ to stay competitive

    Traditional portfolio construction might be dead. But that doesn’t mean there’s no way to beat inflation, even as investors anticipate it will continue to rise and fall over the next decade.

    Lachlan Maddock | 24th Feb 2023 | More
    ‘Bring it on’: Trustees on nation-building

    Super fund trustees are throwing their full weight behind nation building projects where they feel their funds can get a competitive return, while the Coalition’s competing super for housing policy has been labelled “elitist”.

    Lachlan Maddock | 24th Feb 2023 | More
    Coalition finds its footing in the super wars

    The Coalition wants to take the upper hand in the often emotional superannuation wars. Nation building and the new objective of super give it the perfect opportunity.

    Lachlan Maddock | 24th Feb 2023 | More
    ‘Your entire philosophy is self-survival’: Three ways forward for investors

    ASFA’s 2023 conference began with a pessimistic but realistic view of what investors can expect. They either need to build more resilient portfolios, trade more or “nail their colours to the mast and sail”.

    Lachlan Maddock | 22nd Feb 2023 | More
    Editor’s note: No end in sight for super wars

    Treasurer Jim Chalmers appears to have set himself another impossible task: ending the super wars. But legislating an objective for superannuation and urging funds to take part in nation building projects will only inflame them.

    Lachlan Maddock | 22nd Feb 2023 | More
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