News

The $160 billion fund says that its essential worker housing program stacks up as an investment for both its members and the country’s future. But current policy settings mean few funds can follow its example.

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.

A coalition of domestic and international pension funds has bought one of Australia’s largest private forest management companies in a big vote of confidence for natural capital assets.

Forestry has investment features that dovetail with the long-term strategies of super funds, according to Atchison Consultants, but the asset class has been ignored in favour of more traditional allocations .

The association of Superannuation Funds of Australia is still on the hunt for a chief executive to replace Martin Fahy, but has turned to the former CEO of Spirit Super to shoulder the load in the meantime.

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.