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A warning on alts from abroad

While Australia’s super funds have gradually increased their allocation to alternative investments as public market return expectations fall, new research questions whether that’s the best approach.

Lachlan Maddock | 29th Jun 2022 | More
Perma-bears vindicated, but the damage isn’t over

The prophets of doom have seen their visions of a downturn realised, but the market is still tremendously expensive when compared with the bursting of previous bubbles.

Lachlan Maddock | 24th Jun 2022 | More
  • ‘They’re still sticking to their goals’: MSCI on YFYS

    While Australia’s biggest asset owners are “extremely sophisticated” on ESG, the shackles of the idiosyncratic Your Future Your Super (YFYS) benchmarks are still holding them back on portfolio decarbonisation.

    Lachlan Maddock | 24th Jun 2022 | More
    Academic factors only academic after all

    While nearly 400 investment factors have been proposed in academic journals since 1960, new research calls into question their practicality – and their ability to earn anybody a performance fee.

    Lachlan Maddock | 22nd Jun 2022 | More
  • At ASI, a big picture comes with a small note of caution

    While big super is all in on its newly-acquired nation building goals, a hint of caution about member outcomes pervaded last week’s AIST Superannuation Investment conference.

    Lachlan Maddock | 17th Jun 2022 | More
    CIOs go ‘back to basics’ as YFYS, volatility bites

    Nobody has a crystal ball, but you don’t need one to know that things could be more difficult from here on out. For some funds, it’s back to “investing 101.”

    Lachlan Maddock | 17th Jun 2022 | More
    Funds eye a ‘polar vortex’ of volatility

    We’re now living through the end of a three or four decade long secular trend, and the strategies that have worked for super funds might no longer be as effective. But that’s what makes the job fun.

    Lachlan Maddock | 15th Jun 2022 | More
    Why industry funds must keep ‘the hunger to succeed’: Delaney

    Some within the sector believe the super wars are over and that industry funds have emerged victorious. But they shouldn’t take their primacy, or the change in government, for granted.

    Lachlan Maddock | 15th Jun 2022 | More
    Think the unthinkable at the end of the WEIRD world

    As the fog of uncertainty creeps back in, Australia’s biggest investors are uncertain about where the next risk will emerge. It’s time to think about the unthinkable.

    Lachlan Maddock | 15th Jun 2022 | More
  • Restrained on ESG, but big funds chase impact

    The Your Future Your Super (YFYS) performance test will likely harm ESG outcomes, but funds are increasingly considering impact as a sustainable investment weapon of choice.

    Lachlan Maddock | 15th Jun 2022 | More
    MAX Award winners and the new world outside

    Half-way through the MAX and Investment Leadership awards for 2022, the audience was silenced by researcher and co-organiser Alex Dunnin. He said: ‘Life has caught up with us.” His forecasts were chilling.

    Greg Bright | 12th Jun 2022 | More
    A green Lehman Brothers moment on the ‘other side of the ledger’

    A significant chunk of global financial markets is at risk in a carbon constrained future. But while recent events have diverted attention from the transition, sustainability shouldn’t be on the backburner.

    Lachlan Maddock | 10th Jun 2022 | More
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