Link Fund Solutions CEO Paul Khoury has been shown the door following a restructure of the business.
Rising demand for global small- and mid-caps has seen Bell Asset Management awarded a $500 million mandate from Hostplus.
While Australia’s superannuation system is the envy of most of the world, it still needs to move from helping people accumulate money to helping them spend it.
With rising rates expected to enhance yield in an asset class characterized by floating rate loans, international private markets manager Northleaf will launch a new open-ended private credit fund Down Under.
As other infrastructure investors have grown in size, they’ve begun to overlook the midmarket, leaving a hole in the portfolios of asset allocators.
ASFA wants the YFYS performance test benchmarks tweaked to account for the exclusions and negative screens that faith- and values-based funds use.
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.
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…
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…
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…
