News

In the AI-fueled rally, some companies will win – and others will disappear. But while some parts of the market look hideously expensive, their long-term prospects might justify their valuations.

A different investment environment requires a different investment model, says Colonial First State, and funds will have to become more nimble if they’re to cope.

The Alternative Future Foundation has begun investing its financial reserves with a who’s-who of Australian alternatives managers as it looks to boost returns for the charities it supports.

The $85 billion industry fund has tipped more money into a real estate debt fund from Metrics Credit Partners as it looks to diversify its private markets exposures.

What matters more than big returns is making sure the right people are getting them. For members in Aware’s lifecycle default, the numbers are “phenomenal”.

To get the most benefit from the transition to net zero it’s worth asset owners considering the natural advantages they have and the areas where they’re best placed to provide capital.

The private markets have surged in popularity as investors hunt for a potent combination of yield and downside protection. But in a big selloff, the strategy that will do best is one that’s genuinely uncorrelated.

A number of small super funds are up in arms about new proposed increase to APRA’s supervision levies, which would see a $7 billion fund pay the same amount as one managing $355 billion.

Despite its physical proximity, South East Asia has seen little direct investment from Australia’s super funds. Could soaring interest in the region from other big investors change that?

Markets now move a lot faster than they did during the GFC, while expected and unexpected threats to them are emerging more often and in combination. How should super funds respond?

Australia’s sophisticated super fund market makes it the perfect asset servicing ‘laboratory’ for the international custody banks, which are well-placed to help those funds further their offshore ambitions.

AMP has cut redundancy pay maximums and notice periods in a move that has left long-term employees dismayed after they stuck with the company through the royal commission and its aftermath.