Analysis

Cash-loading could sink family office returns

Family office portfolios could see massive underperformance ahead with most well-overweight cash, according to the latest Citi Private Bank global survey of the sector. David Bailin, Citi Global Wealth chief investment officer, said about a third of family offices in

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September curse strikes, correction talk grows

September has historically been a bad month for markets, and it could be about to get worse. But then again, talk is cheap. Everybody in equity markets knows that September is the cruellest month, to paraphrase Elliot.Nobody really understands why

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A new problem for super, insurance consolidation

As superannuation and life insurance consolidation continues apace, risk firm Retender warns that the government cannot rely on the invisible hand of the market to ensure competitive outcomes. It’s well understood that big super is getting bigger. That’s as a

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Super takes lead on post-Covid M&A

Cashed-up industry funds are expected to be leaders leader in post-pandemic M&A activity as investors begin to see the light at the end of the Covid-19 tunnel. While Fidelity anticipates that the Covid-19 pandemic has caused a structural shift in

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Data dearth bites ESG investors

While ESG is on the radar of most Australian institutional investors, none of them believe it’s currently necessary to what they do. While that’s starting to change, a lack of hard data stands in the way. Currently, none of the

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Why you shouldn’t sweat China (much)

China’s ongoing regulatory crackdown has investors running scared. But China still wants to be a global player – and its most successful companies aren’t going anywhere. China’s recent regulatory efforts have sent a chill down the spine of even the

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Markets await a ‘reversion to mediocrity’

It’s hard to think about tomorrow when you’re having a good time today, and a decade of ripping equity market returns has investors convinced that the party can go on. While equity markets have outpaced “even the most optimistic forecasts”

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The case builds for China A-shares

The China growth story is well known to international investors but the best way to access profitable growth and the various risks continue to evolve as part of that story. In a session devoted to ‘Investing for Change in China

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Both sides to blame in common ownership bungle

The inquiry into common ownership has given us that rarest of things: a moment of bipartisan stupidity. There are so many wonderful ways to waste taxpayer money. You can use it to pay for business-class flights to Canberra, or Craig

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Instos chase decarbonisation as climate threat looms

The advent of Your Future Your Super (YFYS) and a new wave of climate regulation means institutional investors are increasingly turning their gaze towards decarbonisation, according to Northern Trust Asset Management. Scott Bennett, Northern Trust Asset Management head of quantitative

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