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Trillions up in flames amidst global market turmoil

Pure play equities managers bore the brunt of market turbulence and lost mandates to super fund consolidation and the Your Future Your Super performance test. But diversified and alternatives managers fare better than most.

Lachlan Maddock | 25th Oct 2023 | More
Magellan’s $100 billion man hits the road

Magellan’s ambitious plans to return to the heights it previously occupied are as shaky as ever. There’s hope that the ship might still be righted, but it won’t be David George doing it.

Lachlan Maddock | 25th Oct 2023 | More
  • What Marks makes of markets

    Howard Marks thinks that markets and the investors that ply them are going to experience massive change in the next decade. If his latest memo is right, credit instruments could come to represent the majority of portfolios.

    Lisa Uhlman | 18th Oct 2023 | More
    Osmosis goes for growth down under

    As international sustainable manager Osmosis looks to expand in Australia, a large university has become one of the first investors in the local vehicle for its ex-fossil fuels strategy.

    Lachlan Maddock | 6th Oct 2023 | More
  • 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