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.
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”.
Australia’s onshore private credit market is still nascent but that’s one of its biggest strengths, according to Epsilon Direct Lending. And while some investors are fretting a new default cycle, it’s not the end of the world.
The Alternative Future Foundation wants to expand beyond its tentpole charity event and create a better-informed knowledge base about alternative managers amidst changing industry dynamics.
Size, internalisation and globalisation are now front of mind for every large fund in Australia – but every fund approaches them differently, and there’s little agreement on the benefits of the new offshore push.
Brandywine Global is conservatively positioned as it eyes volatile conditions and surging demand for fixed income solutions following a massive macro-economic reversal.