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Lisa Uhlman

Lisa is editor of The Inside Investor and has extensive experience covering legal and financial services news.

Lisa Uhlman results

What Marks makes of markets

Howard Marks thinks that markets and the investors that ply them are going to experience massive change in the next decade. If his latest memo is right, credit instruments could come to represent the majority of portfolios.

Lisa Uhlman | 18th Oct 2023 | More
ANZ-Suncorp deal nixed by ACCC over anti-competition fears

The regulator said it wasn’t satisfied the deal would not substantially lessen competition in Australian banking, particularly in home loans and small-business banking. ANZ and Suncorp plan to challenge the decision.

Lisa Uhlman | 4th Aug 2023 | More
Eyeing a credit-friendlier world, Marks preps for bargain hunting

With higher (for longer) interest rates prompting a “sea change” that’s transforming markets into a lender’s game, the legendary credit investor says it’s a good time for bargain hunters to benefit from selloffs as dislocations emerge in otherwise “reasonable” markets.

Lisa Uhlman | 2nd Aug 2023 | More
Super’s next big challenge: Tackling the fear of running out

At a recent industry discussion of the Financial Stability Council’s new Retirement Income Policy Roadmap, industry leaders said putting greater emphasis on the drawdown phase of superannuation will be key to keeping accumulation balances in check and retirement savings flowing through the economy.

Lisa Uhlman | 26th Jul 2023 | More
Mercer adds new wealth Pacific CEO role to support growth strategy

The appointment of industry veteran Cathy Hales, who started in the newly created role on Monday, will support Mercer’s growth strategy across investments and retirement in the Pacific region, the company said. Her remit will include the $63 billion Mercer Super Trust.

Lisa Uhlman | 26th Jul 2023 | More
  • Growing debt wave shifts sovereign risk assessment: Franklin Templeton

    Rising interest rates and changing demographics are driving increasing polarisation between countries that can easily issue and refinance debt and those that can’t, with major implications for sovereign debt investors, says Franklin Templeton Institute’s Kim Catechis.

    Lisa Uhlman | 21st Jul 2023 | More
    ‘Adapt or fail’: 16% of asset managers to vanish by 2027, survey says

    While PwC expects the asset and wealth management sector to see a rebound in assets under management by 2027, it predicts a vastly changed landscape in which the top 10 per cent of managers will control half of all mutual fund assets globally.

    Lisa Uhlman | 19th Jul 2023 | More
    State Street appoints former asset owners lead to head sustainability

    Jessica Donohue has a 20-year pedigree with the asset servicing and fund management firm, with leadership roles in its asset owner, investment services and academia segments. She replaces retiring Rick Lacaille as head of global investment insights, sustainability and impact.

    Lisa Uhlman | 12th Jul 2023 | More
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