News

There’s a lot of uncertainty out there in the market, but fear of missing out means investors are turning a blind eye to it. August’s ‘volmageddon’ could be a sign of things to come.

Perpetual has turned to the “experienced business builder” and former CEO of the circa $300 billion Australian Retirement Trust to set it on a new course as it lops off business units and doubles down on asset management.

Canada’s own efforts to get its pension funds involved in nation-building have been more heavily resisted than in Australia, but a new paper has learnings for both countries.

Valuations are so high in India that people need to have “completely given up hope” before Pzena wades in and makes an investment. It’s shopping in China while it waits.

Super funds have fallen behind banks on nature-related physical and transition risk, with a regulatory muddle, lack of internal resourcing and data concerns holding them back even as damage to ecosystems threatens “cascading losses”.

How do investors stay on top of diversification and maintain adequate levels of non-correlation when markets oscillate with every breath and asset relationships are as fickle as they are malleable?

The $80 billion profit to-member-fund has added State Super director and former AIST president Catherine Bolger to its board to fill the position left vacant by Julia Fox.

AustralianSuper’s erstwhile head of equities will head to the construction industry fund as its new head of portfolio construction amidst a slew of C-suite departures.

We’re in the Palm Pilot era of artificial intelligence, according to EFG Asset Management, and nobody knows what’s coming next. That hasn’t stopped the big tech companies becoming a portfolio construction headache in the here and now.

Impact is one way to diversify away from the big tech stocks that rule the index without missing out on the transformative themes that put them there in the first place, according to T.Rowe Price.

The desire to open up its membership base was one of the drivers behind CSC’s attempt to merge with AvSuper, but the change in government and a new legislative agenda tripped it up.

The “true merger of equals” will create a new $52 billion fund but retain the branding of Care Super to take advantage of its strong recognition in the market.