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The ‘hard truth’ about emerging markets (and why it’s time to look past reopening)

The big headwind to the emerging markets is fading. But buying big stories about growth and shuffling money from one hot sector to another is no way to play them.

Lachlan Maddock | 10th Feb 2023 | More
What TCorp is watching in 2023

Making predictions is hard, especially about the future. That hasn’t stopped TCorp from calling an RBA pivot, falling US inflation and corporate earnings, and further deterioration in US-China relations.

Lachlan Maddock | 8th Feb 2023 | More
  • More transparency, less crowding needed in private equity

    Institutional investors love private equity but it’s bringing them down. They’re sweating everything from valuations to overcrowding and “private equity bubble risk”.

    Lachlan Maddock | 8th Feb 2023 | More
    Why super funds and consultants shouldn’t ‘accept the status quo’

    Much of the work Willis Towers Watson does for Australia’s largest allocators is now around investment governance. But the tyranny of distance means the local scene can be a bit of an “echo chamber”.

    Lachlan Maddock | 3rd Feb 2023 | More
  • Future Fund weathers the storm, prepares for a changed world

    The Future Fund pulled some of its new portfolio levers to mitigate the financial damage seen through 2022, but it doesn’t expect markets to get much better anytime soon.

    Lachlan Maddock | 1st Feb 2023 | More
    Why there’s a valuation standoff – and why it’ll end

    While there’s widespread suspicion that “financial skullduggery” is afoot in private market valuations, the tricky part is the lack of comparisons in their fastest growing segment.

    Lachlan Maddock | 27th Jan 2023 | More
    Investors are still wearing rose-coloured glasses

    The market view is still too optimistic, according to the BlackRock Investment Institute, and investors aren’t truly considering the risk of a recession.

    Staff Writer | 25th Jan 2023 | More
    Instos search for inflation protection in real assets

    Inflation-linked income and capital protection are the top reasons for institutional interest in real assets, while APAC and European institutions are leading the way on ESG.

    Staff Writer | 25th Jan 2023 | More
    Super good results under ‘testing circumstances’ in 2022

    It was non-traditional diversification that saved the top performing super funds in the “torrid” year of 2022, with Chant West’s top 10 funds mostly pursuing larger allocations to infrastructure and private equity.

    Staff Writer | 20th Jan 2023 | More
  • ‘A moment of truth’ arrives for super mergers

    There’s no end in sight for super fund consolidation, and even top performing funds are merging in an effort to keep up. But what gets lost in the debate is what members think of it all.

    Lachlan Maddock | 18th Jan 2023 | More
    Worst case scenarios and wild cards: Black swan hunting in 2023

    After a rollercoaster start to the 2020s, black, white and grey swans now flit through the mind of every money manager. BCA Research has identified five such swans that could shape markets in 2023.

    Lachlan Maddock | 18th Jan 2023 | More
    Why Local Government Super went Active

    With a shrinking member base, Local Government Super was facing small fund purgatory. A facelift changed its fortunes.

    Lachlan Maddock | 13th Jan 2023 | More
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