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Cash ain’t trash: Time for a rethink on CPI+ objectives

The previously (relatively) low hurdle of a CPI+ return objective is going to be harder to leap in the future. It might be time to return to the old stalwart of cash.

Lachlan Maddock | 19th Oct 2022 | More
‘Still a lot of storm clouds’: Why (and how) Equip is preparing for a recession

The “embers of optimism” are fading every day, and the $30 billion Equip Super is preparing for the big one. Still, there’s hope – however small – that the worst may be avoided.

Lachlan Maddock | 19th Oct 2022 | More
  • ‘Take some of those punts’: Super fund CIOs prepare for the fire sale  

    It’s not quite over, but the dislocation in equity markets and forced selling is leaving plenty of bargains on the floor. Super fund CIOs will be particularly glad for “the strongest tool in their kitbag”.

    Lachlan Maddock | 14th Oct 2022 | More
    Survival of the cheapest for big super

    As super funds swell to gargantuan size and downward fee pressure intensifies the heat will be on all funds to rein in significantly outsourced investment models.

    Lachlan Maddock | 14th Oct 2022 | More
  • ‘They’re open to change’: Glimmers of hope for a new YFYS test

    One number will never tell the whole story, and a new and improved performance test could comprise as many as nine metrics, according to Chant West. This time around, Treasury is actually listening.

    Lachlan Maddock | 14th Oct 2022 | More
    Super funds gets a B+ on retirement

    While Australia’s superannuation system is the envy of most of the world, it still needs to move from helping people accumulate money to helping them spend it.

    Staff Writer | 12th Oct 2022 | More
    YFYS survivors still need to merge: Cole

    Passing the performance test is no excuse for not merging, according to APRA, and the prudential regulator will still be giving small funds the nudge to consolidate where they feel their size isn’t sustainable.

    Lachlan Maddock | 11th Oct 2022 | More
    IMF comes out swinging for fund liquidity controls

    The International Monetary Fund (IMF) has called for internationally coordinated mandatory measures including ‘swing pricing’ – equivalent to buy-sell spreads – to limit systemic risks posed by liquidity misalignment in open-ended funds.

    David Chaplin | 7th Oct 2022 | More
    For hedge funds, one more bust before the boom

    Hedge funds are increasingly confident that investors will see the worth of their strategies. But they’ll likely experience further declines in FUM and performance before a global “bounce back”.

    Lachlan Maddock | 7th Oct 2022 | More
  • Big super ‘a tough nut to crack’ for private markets managers

    As consolidation gathers pace and big super funds move their investments offshore, it will likely be the biggest private markets managers that benefit. But Your Future Your Super presents a unique set of challenges that can’t be easily overcome.

    Lachlan Maddock | 5th Oct 2022 | More
    Cash no longer trash as Dalio bows out

    After 47 years at the helm of the hedge fund he founded, Ray Dalio is giving up day-to-day investment management. But perhaps more surprising is his newfound appreciation for cash.

    Lachlan Maddock | 5th Oct 2022 | More
    On YFYS, no quick fix for the ultimate blunt instrument

    A new review will address some of the unintended consequences of Your Future Your Super. But while super funds are no doubt holding out for a hero, there’s probably no perfect performance test.

    Lachlan Maddock | 30th Sep 2022 | More