News

“These financial cleansings are really important to how you set up asset markets; they’re really important for how the Fed regains credibility; and they’re very important for curbing excessive risk-taking.”

“In general, it is a healthy environment for hedge funds, with allocation from institutional investors expected to rise. As markets brace for uncertainty, investors expect hedge funds to offer positive returns while reducing portfolio risk.”

The hunger for sustainable investing continues apace with Perennial winning a $100 million mandate from Mercer Investments for its Better Future small- and mid-cap strategy.

Super fund members have been “spared the worst”, while the outperformance of the top ten funds was generated by active management and chunky allocations to private markets.

Australian investors are finally warming to Japanese equities after years of avoiding them for “good macro reasons.”

Recent market moves won’t be the end of ESG, but it’s as good a time as any to remind investors that there’s more to it than exclusion.

With investments in everything from music royalties to litigation financing, international private markets manager Northleaf is exploring a “robust pipeline” of deals Down Under.

Hostplus has topped the keenly anticipated performance charts for balanced super funds for the year to June, as well as the past 10 years, SuperRatings has confirmed. Only three funds showed positive returns for the 12 months.

“When it comes to super, all the evidence points to the more you pay, the less you get. There’s lots of reasons for that, the most fundamental of which is that active management really struggles to outperform the market.”

Qantas Super has made more green moves across its portfolio by tipping $50 million into a new fund targeting companies keyed to the tidal wave of investment into emissions reduction technologies.

There’s no end in sight for the pain in equity markets, and investors are rushing for the exit. But Australian equities offer a bright spot.

While value has been the winner of the recent market rout and growth the loser, a zealous adherence to either style could see managers burned by economic downturn.