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Dodging pitfalls in emerging market debt

An Australian super fund has seeded a boutique emerging market debt (EMD) fund as instos look overseas for yield. But challenges for the asset class abound. As Argentina approached its presidential primaries in August 2019, the team at EMD boutique

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Super funds chase momentum as performance test looms

With the advent of Your Future Your Super (YFYS) Australia’s super funds are more closely examining their indexing options. The trick is ensuring member outcomes don’t suffer. Benchmark-relative risk is now top of mind for super funds, with specialist implementation

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Tandem lands IFM in Wilson’s crosshairs

The collapse of an investee company has seen IFM hauled before the standing committee on economics. The bigger issue is how a fund manager keeps commercial matters confidential in Parliament. The hot topic at Thursday’s (29 July) hearing of the

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Ho-hum response to retirement covenant paper

The Government’s ‘Retirement Income Covenant’ is off to a shaky start following initial reactions to its position paper. There is a complete absence of detail for super funds to ponder. While welcoming the Government’s move on the subject and the

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HLB Mann Judd sees IPO gold rush

After a soft streak in a chaotic 2020, the IPO market is expected to take off with a “strong pipeline” of new floats coming through 2021, according to HLB Mann Judd. The Australian IPO market is gaining pace after a

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Vaccine numbers as asset pricing inputs

Exogenous factors, such as wars, can and do impact markets but rarely do we get to see a medical crisis play out quite like this. It is science versus the unknown. At a briefing featuring three of its managers last

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Different approach for India growth story

Third-party distributor 3PD has partnered with an Indian equities manager, ValueQuest Capital, for the institutional and wholesale markets in Australia and New Zealand. ValueQuest, a boutique with a seven-year track record for its offshore strategy, known as ‘ValueQuest India Moat

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Record returns no balm for Wilson’s wrath

Last week was a big one for the chief executives of AustralianSuper and Cbus. Their funds announced record-setting returns for the financial year and the next day they both took another hammering from a Commonwealth parliamentary committee. The House of

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NZ scheme presents a case study for all

The Police Superannuation Scheme in NZ will tweak its asset allocation model and launch a new high-growth option after some outsourced soul-searching. The exercise is a case study in matching member expectations. In its latest newsletter, the almost NZ$2.4 billion

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