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Staff Writer results

SMIDs pierce the gap in mega-cap armour

There’s not much growth ahead of the large-caps that have dominated indices for the last decade, and long-suffering small- and mid-caps (SMIDs) present an obvious answer for returns. SMIDs have cumulatively outperformed large caps to the tune of some 200 per cent over the last 20 years. The last six years have been more challenging;…

Staff Writer | 4th May 2022 | More
‘Everybody will listen to the 99’: Why consensus rarely triumphs

Massive dispersion still remains in the aftermath of a relatively minor correction, and now is the time to scrutinise consensus expectations for some market darlings. “If you ask 100 engineers how much steel and concrete are required to build a bridge, and 99 engineers say x amount of steel and y amount of concrete, and…

Staff Writer | 13th Apr 2022 | More
Contrarian investing in the age of foolishness

Markets are poised for more damage after a remarkable bull run, and Orbis Australia believes now is the time when contrarianism will prove its worth. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness,” writes Charles Dickens in “A Tale…

Staff Writer | 31st Mar 2022 | More
Tuning out the hard assets mantra

The “hard asset mantra” is rising to a fever pitch in an inflationary environment, but investors should be “skeptical of historical analogies.” Inflation over the coming decade is expected to be closer to the experience of the 2000s than the 2010s, ending a paradigm that has underpinned an “unusually long bull market for stocks” and…

Staff Writer | 17th Mar 2022 | More
Schroders launches dedicated YFYS fund

Schroders has launched likely the first dedicated fund managed directly to the Your Future, Your Super (YFYS) benchmark for alternative investments. The Global Active Allocation Fund, which has secured a foundation investment mandate from a large super fund, is a multi-asset portfolio with the objective of outperforming the YFYS benchmark applying to alternative investments and…

Staff Writer | 9th Mar 2022 | More
  • AustralianSuper builds penalty war chest

    AustralianSuper will build its financial penalty war chest from its administration reserve instead of new member fees, but has left the door open to future admin fee hikes. AustralianSuper has changed its Trust Deed to include a right for its trustee to be paid a limited “Trustee Risk Reserve Fee” (TRRF) in light of the…

    Staff Writer | 25th Feb 2022 | More
    Emmi appoints new COO

    Carbon analytics fintech Emmi has appointed a chief operations officer as it onboards a slew of new super fund and consulting clients. Rebecca Bannan, who was previously Emmi’s head of strategy and operations, will step into the role of chief operations officer. Bannan, a chartered financial analyst, was previously investment director for strategic advisory at…

    Staff Writer | 25th Feb 2022 | More
    Mercer’s wish list for a ‘fairer and simpler’ super system

    Mercer has proposed a slew of tax changes to address the super system’s “inherent bias towards high income earners” and reduce the gender pension gap. Under Mercer’s proposed changes, individuals with balances over $5 million would be required to reduce their balance to that amount and those over the age of 75 would be required…

    Staff Writer | 25th Feb 2022 | More
    Rest hands ESG mandate to Calvert, Parametric

    The $60 billion industry fund has appointed Calvert and Parametric to implement sustainable screens across its real assets portfolio. Rest has awarded an enhanced ESG mandate to Parametric and Calvert to provider further diversification to its Sustainable Growth ethical investment option. The mandate will see Rest implement ethical and sustainable screens and tilts across its…

    Staff Writer | 12th Feb 2022 | More
    Delaney to chair FEAL

    The Fund Executives Association Ltd (FEAL), Australia’s peak professional development body for super fund executives, has appointed former QIC and AMP exec Brian Delaney as its new chair. Brian Delaney will take over as chair of FEAL on May 3, continuing a long association with the organisation that dates back to his establishing its Fund…

    Staff Writer | 6th Feb 2022 | More
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