News

The world’s second-largest economy can still expect mid-single digit growth for years to come, says APS Asset Management, but the value on offer is the best it’s seen in decades.

Just like the Future Fund, the recipient of its first active equity mandate since 2017 thinks markets are going to look pretty different over the next decade. And asset management businesses themselves are going to have to do things differently to keep up.

Multifamily housing is a “darling asset class” even in a recessionary environment according to Kayne Anderson, and a great way for big institutional investors to achieve impact investment goals.

Systematic fixed income manager BlueCove is looking to build out its local presence and provide an alternative to fundamental investing as macro trends put the asset class back “en vogue”.

While internal investment teams have generally delivered good outcomes there is little independent review or direct public scrutiny of their performance compared to external managers, according to Frontier Advisors.

China still offers a compelling long-term investment story for investors willing to look past short-term headwinds in property and politics, according to Ninety One.

The locally-listed international fundie has “massively ramped up its tech exposure” since it dropped almost all of it in 2021 in favour of big wagers on energy stocks. It’s just not all the tech that it liked before.

The merger between ISA and AIST has created a new organisation that will court both sides of politics to “advocate for the interests” of more than 10 million Australians.

More regulatory pressure on valuation practices means big funds run the risk of missing out on attractive deals and members could face higher costs. But with Australia now at the forefront of defined contribution pensions globally, should GPs get with the program?

An offshore manager took the top gong at Hedge Funds Rock but the big win in 2023 was for an industry on the verge of “tremendous growth” – and the changing dynamics within it.

Institutional investment in natural capital assets continues to grow, buoyed by supportive regulation and corporate interest in the market, but good global data is still hard to come by.

The bias towards investing in domestic securities and the complexity of the local benchmarks mean the impact investing conversation is “very advanced” Down Under, according to global asset manager Ninety One.