Australia’s second-largest super fund just got a little bit larger with a big win from the corporate fund strategy one of its predecessor funds embarked on almost six years ago.
The asset consultant has rounded out its real assets and private markets research with two new appointments as both areas grow in importance to the institutional investors it services.
The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and distributes energy.
Build-to-rent has become the model of choice for institutional investors looking to pad their returns and alleviate Australia’s housing crisis, but a different approach might make everybody better off.
Ongoing tightness in the US labour market, together with stickier than anticipated inflation, could counteract any softening of monetary policy by the Fed and lead to a bumpy economic path according to Ninety One’s Iain Cunningham.
Unlisted assets deliver high risk-adjusted returns across market cycles but come with inherent challenges, especially around valuation. For super fund trustees, the importance of ensuring accurate valuations to fairness and member equity can’t be overstated, says Frontier Advisors.
The $120 billion fund is making moves to shore up its property portfolio while also consolidating its sustainable investment credentials through a tie-up with NorthStar Impact as a specialist external listed equities manager.
The prudential regulator is “rigorously targeting” areas of non-compliance it identifies during its massive study of cyber resilience among banks, insurers and superannuation trustees.
Sovereign bonds from countries with real environmental credibility and a compelling strategy for decarbonisation make a fine addition to institutional portfolios. The trick is figuring out which bonds belong.
This downturn will be different, according to Ninety One. But the world is so indebted that there’s either the mother of all paybacks coming, or the mother of all defaults.
