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YFYS won’t be the end of ESG: Parametric

The problems with Your Future Your Super (YFYS) run deep – among them, how super funds will manage ESG within the confines of low tracking error strategies. But it’s not the end of the road. Under the YFYS reforms, implementation manager Parametric believes tracking error will face downwards pressure as funds try to stay on…

Lachlan Maddock | 14th Jan 2022 | More
Inflation volatility looms in ‘a dangerous time for markets’: Ruffer

The tide is coming in for inflation – but that doesn’t mean there won’t be significant volatility along the way. Investors need to figure out which parts of the economy will catch fire first. “Views on the direction of inflation can be quite fascinating, but only ‘quite’ since no one really knows what they are…

Lachlan Maddock | 14th Jan 2022 | More
  • Aussie equities a mainstay as big super gets bigger

    By 2041, Australia’s super funds will swell to enormous size. How they invest our retirement savings will become an even trickier prospect. Over the next 20 years, the superannuation system will grow to a colossal size – an estimated $9.2 trillion, or 206 per cent of its current size, according to a report from Deloitte’s…

    Staff Writer | 6th Jan 2022 | More
    ‘Cash is still trash’ as empires collapse

    Cash is still trash for hedge fund legend Ray Dalio, who believes the world is entering a new paradigm characterized by internal and external conflict that will only intensify in the years ahead. Dalio, founder of Bridgewater Associates and one of those polymath billionaire investors who frequently turn their attention to issues beyond pure finance,…

    Lachlan Maddock | 6th Jan 2022 | More
  • A history of upheaval: ISN’s year in review

    This is the last edition of Investor Strategy News for the year. We will next publish on January 10, 2022. Here are some thoughts on the year past, based on reader reactions to our stories. Our most popular for the year was our coverage of the Australian Catholic Superannuation and Retirement Fund’s APRA performance test…

    Greg Bright | 16th Dec 2021 | More
    No silver bullet for ‘Home First Super Second’

    No amount of hard data or compelling evidence is going to stop people who want to use their super to buy a home. And super funds might have to help out after all. The idea of using superannuation for housing has a simple allure that has seen it revived several times in the thirty-odd years…

    Lachlan Maddock | 16th Dec 2021 | More
    New battles, same old super war as election looms

    The Morrison Government wants to present a small target on superannuation at next year’s election. But Labor has big ideas for the sector that could be impossible to match. Superannuation might well be the Liberal Party’s Moby Dick. It’s a popular policy inextricably tied to Labor and the union movement, and while they can barely…

    Lachlan Maddock | 16th Dec 2021 | More
    Investor timeframes diverge in pandemic

    Investor time horizons pulled back slightly while corporate capital allocators took a much longer view during 2020, according to a new study. The analysis from institutional think-tank, Focusing Capital on the Long Term (FCLTGlobal), found investor time horizons shrank by 2.3 per cent last year as companies pushed out their expected capital return timeframes by…

    David Chaplin | 10th Dec 2021 | More
    Forget Covid, it’s all about cyber-attacks now

    Investor concerns about the pandemic are fading. All eyes are now on the burgeoning threat of cyber-attacks, and what they mean for financial system stability. The Depository Trust and Clearing Corporation (DTCC) risk barometer was launched in 2013, and provides a handy insight into what’s worrying investors in any given year. And after two years…

    Lachlan Maddock | 10th Dec 2021 | More
  • Mental health: enough awareness; action needed

    Thanks in part to the pandemic, employers have sufficient awareness of mental health problems in the workforce, their human and economic costs. Now is the time for programs to solve them. A multi-country multi-industry webinar last week (December 9) looked at how employers should learn from the impact of covid-19 and put in place processes…

    Greg Bright | 10th Dec 2021 | More
    More M&A action for alts managers

    Casey Quirk, the funds management advisory arm of Deloitte, has predicted more M&A activity because of the continued better profits coming from alternative over traditional managers. In a client report last week (December 9) Casey Quirk says alternatives managers, or those primarily focused on private markets, consistently generate higher profit margins than traditional firms, or…

    Greg Bright | 10th Dec 2021 | More
    Super funds start to act on modern slavery

    The uncomfortable truth is that slavery, even in its more modern form, still exists. The UN estimates there are approximately 40 million victims of modern slavery around the world. The exploitation of people for commercial gain is deeply intertwined into everyday products and services through our global supply chains. This is a serious global issue…

    Christopher Beattie | 10th Dec 2021 | More
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