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ASFA’s new chief: Associations vital for funds ‘drinking from a firehose of reform’

New ASFA head Mary Delahunty says the association will collaborate with other industry bodies and leverage its large operational knowledge base to create more value for the mix of retail and industry funds and service providers that make up its membership. But how many voices does super need?

Lachlan Maddock | 14th Feb 2024 | More
How Aware Super is ‘reaping the rewards’ on its journey to global scale

The $170 billion super fund wants to be a lot bigger, and its teams are trying to get ahead of infrastructural demands from within the fund to win back basis points that can be returned to members.

Lachlan Maddock | 9th Feb 2024 | More
  • Big global investors think passive die-hards could ‘learn some hard lessons’

    The ups and downs of 2023 have shifted the fortunes of active managers in the eyes of the big institutional investors that hold the keys to trillions of dollars in retirement savings. But they’re still fretting volatility and valuations.

    Lachlan Maddock | 9th Feb 2024 | More
    WTW wins NZSuper review race (again)

    WTW has won the job of carrying out a statutory probe into the policies and operational and investment processes of New Zealand’s sovereign wealth fund for an unprecedented repeat performance.

    David Chaplin | 7th Feb 2024 | More
  • Why nation-building still languishes in ‘the landscape of rhetoric’ (and how to get it out)

    Big super funds still aren’t really involved in the large nation-building projects that could make Australia a renewables powerhouse. Getting them to “cross the Rubicon” will take initiative from infrastructure managers and leadership from Australia’s sovereign wealth fund.

    Lachlan Maddock | 2nd Feb 2024 | More
    David Murray wades into Future Fund debate

    The first chair of the Future Fund has rubbished “populist pleas” to use the money in Australia’s sovereign wealth fund for pet causes, saying that they are “infused with an unrealistic optimism of the likelihood of success”.

    Lachlan Maddock | 31st Jan 2024 | More
    Equities ‘questionable’ as Future Fund makes $70bn of portfolio changes

    The market “ran hard” in the last quarter of 2023 and so did Australia’s sovereign wealth fund, making a cool $15.6 billion for the calendar year even as it effected sweeping changes to the portfolio.

    Lachlan Maddock | 24th Jan 2024 | More
    Small funds top 2023 calendar year returns

    Super funds rode the late 2023 risk rally to spectacular effect, with the $13 billion Mine Super first in Chant West’s calendar year league table and a host of other small funds also making the top 10.

    Lachlan Maddock | 19th Jan 2024 | More
    Stocks priced for perfection could get a nasty surprise

    Markets are “overly sanguine” about how easy it will be to achieve the last mile of disinflation. The Fed might not cut rates rapidly, and if they do we might not like the reasons.

    Staff Writer | 19th Jan 2024 | More
  • Why the easy money fairytale won’t have a fairytale ending

    Interest rates aren’t going back to what the current generation of investors consider ‘normal’ anytime soon, according to Oaktree’s Howard Marks, and different strategies will outperform in the years to come.

    Lachlan Maddock | 17th Jan 2024 | More
    Sovereign funds recover mojo, on track for US$71 trillion by 2030

    Global government-linked investment vehicles clawed back about US$1.4 trillion of 2022 losses by the end of last year on an expected path to more than US$70 trillion by 2030.

    David Chaplin | 12th Jan 2024 | More
    ‘Respect the data’ on the Magnificent Seven: Allspring

    The Magnificent Seven stocks have investors sweating market concentration, but throughout history that concentration has been the norm. All the game is still in the few.

    Lachlan Maddock | 12th Jan 2024 | More
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