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‘More need than ever’ for investment governance advice

Big funds are looking for help with investment governance as they internalise more and more of their resources, according to JANA, and it’s also seeing a lot more demand for guidance on net zero objectives.

Staff Writer | 29th Sep 2023 | More
US politics, more global conflicts top risks for instos

Not every risk is out in the open, and Allspring Global Investments is keeping a close eye on those that some segments of the market struggle to price – including a US government shutdown and a war on the Korean peninsula.

Staff Writer | 22nd Sep 2023 | More
  • Where to really find alpha (and things like it)

    Too much of what managers call alpha is just a roll of the dice. To find the real stuff you have to look in private markets, according to Michael Block, while trend following strategies will get you something that looks just like it.

    Lachlan Maddock | 20th Sep 2023 | More
    Aware eyes a ‘very wide playing field’ for hedge funds

    Uncertainty, dispersion and volatility are “magical words” for hedge funds, and the $160 billion Aware Super has reframed its thinking around the liquid alternatives space in a more complex macro environment.

    Lachlan Maddock | 15th Sep 2023 | More
  • Another big manager climbs aboard the alts express

    The $1.7 trillion global investment manager PGIM has brought together its alternatives units in a sign of their growing importance to its biggest clients.

    Staff Writer | 13th Sep 2023 | More
    Winding up the Future Fund won’t be cheap: WTW

    Calls to liquidate the Future Fund and use the proceeds to pay down government debt have grown louder in recent weeks but doing so won’t come without a cost according to analysis from WTW.

    Abbey Minogue | 6th Sep 2023 | More
    Choice products in the gun as YFYS strikes again

    The latest iteration of the Your Future Your Super test has dispatched a large swathe of trustee-directed products even as APRA acknowledges that many are selected for reasons beyond performance.

    Staff Writer | 1st Sep 2023 | More
    Future Fund sheds more light on small cap switch up

    Changing dynamics in the Australian asset management industry gave the Future Fund access to a manager it might ordinarily have been forced to walk away from, and it expects to find plentiful (and sustainable) alpha in small caps.

    Lachlan Maddock | 30th Aug 2023 | More
    Why funds still have a ‘long way to go’ on valuations

    Valuations are never going to be “perfect”, but that doesn’t mean super funds shouldn’t be working harder to make them more accurate – and more intelligible to the people who really matter.

    Lachlan Maddock | 30th Aug 2023 | More
  • ‘More a provision than an investment’: The case against the Future Fund

    The Future Fund might make a bigger contribution to the budget if it was liquidated, according to the Centre for Independent Studies, which argues that its returns haven’t been that impressive even as its benchmark gets harder to beat.

    Lachlan Maddock | 11th Aug 2023 | More
    ‘Better than stale stock’: Build-to-rent makes way for ‘the bigger play’

    Build-to-rent has become the model of choice for institutional investors looking to pad their returns and alleviate Australia’s housing crisis, but a different approach might make everybody better off.

    Staff Writer | 9th Aug 2023 | More
    Fundies don’t believe in ESG (when they run their own money)

    Having “skin in the game” is usually a boon for performance and client alignment. But when managers put their money where their mouth is, they don’t invest it sustainably according to a Swiss report.

    Lachlan Maddock | 4th Aug 2023 | More
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