Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

How to make a new-age mandate for sovereign wealth funds

Not-for-profit industry body Focusing Capital on the Long Term (FCLTGlobal), has refreshed its mandate guidelines for institutional investors.

David Chaplin | 29th Jul 2022 | More
‘Some will succeed, some will struggle’ as super funds dive into private markets

Australia’s super funds have been leaders in adopting private markets investing, but they’ve still got a long way to go. Overcoming the obsession with liquidity will be one hurdle, says the boss of $900 billion private markets manager Hamilton Lane.

Lachlan Maddock | 29th Jul 2022 | More
  • Funds cast a cautious eye over ESG performance as YFYS bites

    Performance concerns for sustainable investing have risen to the fore as the Your Future Your Super (YFYS) test shortens investment horizons. The wider return outlook is more challenged too.

    Lachlan Maddock | 24th Jul 2022 | More
    The era of dip-buying is at an end

    The end of supportive monetary policy is bringing wild market volatility with it, and the old impulse to “buy the dip” will no longer be rewarded.

    Lachlan Maddock | 13th Jul 2022 | More
  • Just quietly… China becomes a tactical play too

    Institutional funds and their managers tend not to talk about tactical bets, at least not in public. It’s a long-term game after all. But there are times when short-term opportunities can also match long-term strategies. Take China, for instance.

    Greg Bright | 13th Jul 2022 | More
    Retirement income strategies are missing a piece

    While the publishing of retirement income strategies is a big step forward into super’s new frontier, many of those strategies are based on a “very unsafe foundation.”

    Lachlan Maddock | 8th Jul 2022 | More
    ‘A kind of hitchhiker’: passive a parasite on active

    While passive investment strategies are now used to manage the majority of equities, the absence of active managers would only create a “mindless boom and bust.”

    Lachlan Maddock | 6th Jul 2022 | More
    ‘The return of fear’: risk capital pulls back

    Proxies for risk capital are dipping, with long-term implications for financial market returns. The question is whether this will be a repeat of the Covid Crash or a repeat of the Tech Wreck.

    Lachlan Maddock | 6th Jul 2022 | More
    Why inflation will last decades longer than you think

    Central bankers are hoping to subdue the inflation beast by the end of the calendar year. But it will likely be around for decades to come.

    Lachlan Maddock | 6th Jul 2022 | More
  • Sovereign wealth funds lift their game on governance

    The world’s state-owned investors (SOI) have made progress in leaps and bounds on governance and sustainability. Locally, the Future Fund and NZ Super lead the way.

    Lachlan Maddock | 1st Jul 2022 | More
    ‘Strong case’ to hit pause on choice performance test: Chant West

    The performance test as it stands isn’t “fit for purpose” when it comes to choice products. And its bright line nature means tweaks are needed for MySuper products too.

    Lachlan Maddock | 1st Jul 2022 | More
    History repeats in the everything selloff

    Everything old is new again amidst an inflation/rate/war driven synchronised selloff. But lessons from the 80s are still applicable today.

    Lachlan Maddock | 29th Jun 2022 | More
    1 13 14 15 16 17 74