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Australian super can weather the Trump storm: Whiteley

While the White House’s economic nostrums are rattling the markets, the long-term outlook for commercial and investment relations between the two countries is positive, with a recent summit in the US further cementing ties.

Penny Pryor | 14th Mar 2025 | More
Family offices warn of threat to critical investment decisions

Despite being a growing reservoir of funds under management, this critically important pool of capital is confronting mounting problems collating and disseminating key data in a timely manner.

Duncan Hughes | 7th Mar 2025 | More
  • Morningstar is upping the ante on super fund research

    The ratings house is pinning its growth strategy on a revamped methodology that increases the emphasis on governance to 25 per cent – a timely move considering APRA’s proposed reforms.

    Penny Pryor | 7th Mar 2025 | More
    APRA’s governance move could trigger wholesale change

    If the regulator’s proposal to limit board tenure to 10 years takes effect, then many non-executive board members will be in the firing line, with industry funds likely to have the most casualties.

    Nicholas Way | 7th Mar 2025 | More
  • ATO has family offices in its sights over succession strategies

    The wealth transfer from Baby Boomers to their offspring, which is in full swing, has got the taxman’s full attention, especially as it pertains to capital gains payments, trust structures and potential breaches of the Tax Act’s Division 7A.

    Duncan Hughes | 27th Feb 2025 | More
    Trump’s trade policies cast dark shadow over share markets

    While equities came out of the blocks like Usain Bolt in January, propelled by strong domestic and international share markets, a White House committed to tariffs and slowing interest rate cuts could still derail investment returns in 2025.

    Nicholas Way | 26th Feb 2025 | More
    Don’t fear the ‘Trump effect’ in emerging markets: Ninety One

    The set-up for emerging markets is better than ever, and harks back to the beginning of their decade-long run following the end of the Asian financial crisis. And while Trump has investors running scared, fears about another brushfire trade war are overblown.

    Lachlan Maddock | 21st Feb 2025 | More
    ‘Lots of uncertainty’ prompts portfolio rethink at Brighter Super

    You can’t try and forecast every twist and turn, but you can prepare your portfolio to handle them. Brighter Super is piling into active equities and eyeing more infrastructure investments to navigate a volatile macro backdrop.

    Lachlan Maddock | 14th Feb 2025 | More
    Equity Trustees’ plan to ‘pound the pavements’ and seize the mid custody opportunity

    Australia’s private credit boom and Perpetual’s torturous takeover and demerger process means big chunks of the mid custody market are up for grabs, according to Equity Trustees.

    Lachlan Maddock | 14th Feb 2025 | More
  • ‘My performance doesn’t lie’: Liu responds to relationship revelations

    The romantic relationship between TenCap founders Jun Bei Liu and Jason Todd has exploded into the press, but Liu tells Investor Strategy News that her personal life has nothing to do with the running of her Alpha Plus fund.

    Lachlan Maddock | 11th Feb 2025 | More
    TelstraSuper CIO heads (back) to Mercer

    Industry veteran Graeme Miller will step into the chief investment officer job at Mercer Super after a nearly nine year stint at TelstraSuper where he played a “pivotal role” in shaping its investment strategy and approach to sustainable investing.

    Lachlan Maddock | 7th Feb 2025 | More
    Fidelity looks to niche assets, new clients for diversification

    The race to the bottom on low cost, benchmark aware solutions for a post-YFYS world has pretty much been run. But while the perception of value currently sits on price, that might not be where it ends up, according to Fidelity’s Simon Glazier.

    Lachlan Maddock | 5th Feb 2025 | More
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