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No time for Future Fund to rest on its laurels

While Australia’s sovereign wealth fund has seen a massive return of 22 per cent, the good times won’t last. China tensions are weighing heavily on Peter Costello’s outlook. Rebounding from a negative 0.9 per cent return during the depths of

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Epsilon gets on at the ground floor

Australia’s direct lending market is set to take off as the big banks withdraw and investors realise the vast opportunities offered by the businesses that form the backbone of corporate Australia. “We want to grow this market, because we believe

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Magellan hitches wagon to diversified future

Magellan will continue to spend big on ventures like upstart investment bank Barrenjoey and fintech Finclear as it diversifies away from its cornerstone global equities business. With investors continuing to question the lacklustre performance of Magellan’s global equities strategy, which

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ESG in a worst-case world

The sixth report of the Intergovernmental Panel on Climate Change (IPCC) has lit a fire under fund managers – literally. The problem is figuring out what they can do about it. “In order to get to any kind of stable

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YFYS and ‘new ways to judge the past’

The public facing aspects of Your Future Your Super (YFYS) risk creating a “pseudo ‘best in show’, according to new research from Deloitte. The research, titled “New ways to judge the past”, highlights a number of mostly unexamined pain points

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A proxy war on proxy advice

In his final speech to the Australian Council of Superannuation Investors (ACSI), Ian Silk defended the organisation against all comers. But the Morrison Government is unlikely to relent. “To be prudent stewards of capital and to act in their members’

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A ‘love affair’ with sustainable investing

Rachel Halpern has gone from corporate cop to an adviser to some of the largest super funds in the country, and brings a “forensic approach” to the risks of Australia’s sustainability boom. “The direction that investors are going in is

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