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Big super’s brave new world of brand

Big super funds are getting even bigger. But as consolidation continues – and stapling kicks in – they’ve got a new problem that can’t easily be overcome: they’re more alike than different.

Lachlan Maddock | 11th Jan 2023 | More
‘Missionary zeal’ and fighting words: ISN’s top 10 stories of 2022

Custodial news raced up the ISN editorial leaderboard this year, even while mergers and acquisitions and the flawed Your Future Your Super (YFYS) performance test dominated the front page.

Investor Strategy News | 21st Dec 2022 | More
  • Investors doubt PE risk, but love it all the same

    Institutional investors the world over are increasing their allocations to private equity, even though they don’t know how much risk they’re taking on. And in 2023 they expect ESG stocks will underperform.

    Lachlan Maddock | 18th Dec 2022 | More
    Marks: Turn and face the (sea) change

    Howard Marks doesn’t place much weight in macro forecasts, but has helpfully provided one of his own for the years to come. In his view, nearly everything that used to work won’t work now.

    Lachlan Maddock | 18th Dec 2022 | More
  • Sovereign wealth funds move on emerging markets, cautious on unlisted assets

    Stung by the harsh correction in the US equity market, sovereign wealth funds are looking further afield. And they’re beginning to question whether the pace of their private markets investing can be maintained.

    Lachlan Maddock | 12th Dec 2022 | More
    ‘Everybody has a plan until they get punched in the face’: The laws of financial gravity apply to private equity too

    The only reason private equity hasn’t suffered as much in this downturn is the discretion that sponsors have over its valuation. That’s going to change – and so is investors’ willingness to believe the impossible.

    Lachlan Maddock | 7th Dec 2022 | More
    ‘Light at the end of the tunnel’ for emerging market debt

    After a damaging year, the “massive technical headwinds” for emerging market debt are easing. And the biggest opportunities might be the smallest parts of the benchmark.

    Lachlan Maddock | 7th Dec 2022 | More
    Pension funds face the perfect stagflationary storm

    While hopes of a ‘soft landing’ abound, global pension funds are a little more cynical. A stagflationary environment is not just possible, but likely, and hedging against it will be a herculean task.

    Lachlan Maddock | 2nd Dec 2022 | More
    Research Affiliates hoses down rapid inflation reversal hopes

    Entrenched inflation will likely last longer and prove harder to stamp out than most investors acknowledge, according to a new analysis from quant shop Research Affiliates.

    David Chaplin | 2nd Dec 2022 | More
  • Top asset owners weather a ‘VUCA-fest’, prepare for the polycrisis

    As the world’s top 100 asset managers grow to awesome size, they’re confronted by a “complex and uncertain” macro environment and need to prepare for the burgeoning systemic risks of climate change.

    Lachlan Maddock | 30th Nov 2022 | More
    The new ESG war won’t last

    The war on ESG rages anew after a rollercoaster 2022, but its detractors won’t win the fight. And as ESG matures, the future of passive index-tracking strategies is shaky.

    Lachlan Maddock | 30th Nov 2022 | More
    More bear legs ahead of hard landing, Robeco

    While inflation, rates and the US dollar are peaking, we’re not quite there yet. Dutch quant house Robeco is tipping better returns for investors in 2023 but only after markets tumble further over the coming months.

    David Chaplin | 25th Nov 2022 | More
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