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Three questions top of mind for EM debt investors

Ninety One is relatively cautious on emerging markets from a top-down perspective, preferring bottom-up selection in a complex global environment, which we see as having distinct winners and losers.

Investor Strategy News | 1st Jul 2022 | More
Time for a reality check on 15 per cent super

As the new Labor Government explores pathways to 15 per cent, the superannuation industry needs to examine whether that’s really in the best interests of members.

Lachlan Maddock | 1st Jul 2022 | More
  • The ‘high powered mutants’ are driving the bear rally

    It’s the end of an era as the bear emerges from hibernation. So who’s staying in, and who’s doubling down?

    Lachlan Maddock | 2nd Jun 2022 | More
    A Labor win could return super to the fold

    Labor can do little to change the past. But a win in May could usher in a new era of co-operation between big super and the government. There were no surprises in shadow finance minister Stephen Jones’ speech to the 2022 ASFA conference. There is little that Labor can outright promise the industry aside from…

    Lachlan Maddock | 29th Apr 2022 | More
  • The ‘S’ stands for stability

    When it comes to geopolitics, investing isn’t as easy as “ESG”. With the prospect of sanctions leaving investors with stranded Russian assets on the balance sheet, several commentators have suggested this could all of have been avoided if those investors just took the “S” (social) and “G” (governance) in “ESG” more seriously. They believe that…

    Lachlan Maddock | 9th Mar 2022 | More
    More work to be done for members after YFYS

    In the aftermath of Your Future Your Super (YFYS), members of dud funds still aren’t moving their super. And it’s not clear what the government and regulators can do about it. It sometimes seems that so much time was spent on implementing the contentious YFYS reforms that the question of what would happen to members…

    Lachlan Maddock | 23rd Feb 2022 | More
    Bizarre proxy saga ends with a bang

    Treasurer Josh Frydenberg’s proxy reforms have been blown out of the water. The question that remains is why they were ever proposed in the first place. The decision to disallow Frydenberg’s proxy advice regulations marks the end of a deeply weird saga where Treasury tried to annihilate an entire industry – that barely anybody had…

    Lachlan Maddock | 11th Feb 2022 | More
    Hamish Douglass is hoping for rain

    An ugly situation in markets could be just the thing Hamish Douglass needs to reverse the fortunes of Magellan. But there’s no telling what will happen when it arrives. Hamish Douglass is hoping for rain – or really, the whole storm. He can’t guarantee that Magellan’s flagship global equities fund will do better in one,…

    Lachlan Maddock | 3rd Feb 2022 | More
    Frydenberg’s proxy raid is pure politics

    Treasurer Josh Frydenberg has sidestepped the Senate to push through controversial reforms to proxy advice, casting the future of the Australian Council of Superannuation Investors (ACSI) into doubt. The reforms were pushed through using regulations powers in late December, at a time of year when much of the financial press is winding down and after…

    Lachlan Maddock | 6th Jan 2022 | More
  • ‘What do I want to leave as my legacy?’: Behind Alexis George’s decision to lead AMP

    Perhaps it’s too early to be talking about legacy. But Alexis George’s decision to take the reins at AMP rested squarely on just that. Most other executives of Alexis George’s calibre might be happy to rest on their laurels after a career as distinguished as hers. But speaking at the Women in Super (WIS) Sydney…

    Lachlan Maddock | 15th Dec 2021 | More
    Why Douglass was right (and wrong) on omicron

    The emergence of omicron has seen plenty of blood in the streets, and the quiet vindication of one of Australia’s most divisive investors. But doomsday has been postponed again. Like him or hate him, Hamish Douglass was (probably) right. Lambasted for the subpar performance of Magellan’s flagship global equity strategy during an incredible bull run…

    Lachlan Maddock | 3rd Dec 2021 | More
    APRA looks to share the blame

    Margaret Cole, APRA’s new executive for superannuation, has brought the super war to its most unlikely, and probably reluctant, combatants: members. Faced with the disappointing reality that few have moved out of their underperforming fund in the aftermath of the performance test, Cole has resorted to browbeating them into it. “It has been just over…

    Investor Strategy News | 12th Nov 2021 | More