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China will weather the post-Covid blues: APS

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.

Lachlan Maddock | 29th Sep 2023 | More
How Maple-Brown Abbott fits into the Future Fund’s new investment order

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.

Lachlan Maddock | 27th Sep 2023 | More
  • Why instos are on the hunt for US housing

    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.

    Staff Writer | 27th Sep 2023 | More
    BlueCove banks on volatility for a fixed income renaissance

    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”.

    Staff Writer | 27th Sep 2023 | More
  • Why investors can’t write China off yet

    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.

    Staff Writer | 22nd Sep 2023 | More
    Why GQG brought tech ‘back from the bench’

    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.

    Lachlan Maddock | 20th Sep 2023 | More
    Signs of a changing industry at top alts awards

    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.

    Lachlan Maddock | 15th Sep 2023 | More
    Why big super is waking up to private credit

    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.

    Lachlan Maddock | 8th Sep 2023 | More
    AFF ramps up good deeds, puts the spotlight back on alts managers

    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.

    Lachlan Maddock | 6th Sep 2023 | More
  • How three different funds think about the big shifts in super

    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.

    Lachlan Maddock | 1st Sep 2023 | More
    Brandywine beats bond blues as fixed interest gets interesting

    Brandywine Global is conservatively positioned as it eyes volatile conditions and surging demand for fixed income solutions following a massive macro-economic reversal.

    David Chaplin | 25th Aug 2023 | More
    No alpha in ESG: Scientific Beta

    The supposed benchmark-beating powers of ESG have more to do with investors’ exposure to well-known factors rather than any sustainable secret sauce, according to quant house Scientific Beta.

    David Chaplin | 23rd Aug 2023 | More
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