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‘Significant investment’ needed to soothe super’s admin growing pains

Super’s biggest problem likely lies within funds themselves, with many using legacy operational infrastructure ill-suited to the needs of the major financial organisations they’ve become.

Lachlan Maddock | 5th Feb 2025 | More
NBIM: Stratospheric returns ‘won’t last forever’

The world’s largest sovereign wealth fund just made its largest return ever. But the probability of extreme market events has “arguably risen”, and it’s carrying out stress tests for a more uncertain future.

Lachlan Maddock | 31st Jan 2025 | More
  • The black swans that could darken skies in 2025

    Undersea sabotage. AI-driven breakthroughs in Brazil. Climate reality disrupting the US’ housing fantasy. Black swan spotting is hard – almost impossible – but it pays to think about the unthinkable.

    Lachlan Maddock | 31st Jan 2025 | More
    Grattan’s government annuities proposal a sign bold action needed on retirement

    The inertia that rules the retirement system means bigger ideas are needed if members are going to get the best outcome in retirement. And with millions set to retire in the next few years, time is of the essence.

    Lachlan Maddock | 22nd Jan 2025 | More
  • How investors can weather a  ‘crisis of global integration’

    Investors should keep a close eye on the new Cold War brewing between China and the US, but its outcome could still support “robust” trade and investment as strategic competition drives capital investment.

    Lachlan Maddock | 17th Jan 2025 | More
    Why big super funds might become more like banks

    Australia’s megafunds are looking to international asset owners for ideas on how to invest what will soon be trillions in retirement savings. But banks – with their sharp focus on efficient implementation and balance sheet management – could also be a source of inspiration.

    Lachlan Maddock | 15th Jan 2025 | More
    Asness goes back to the future for performance predictions

    In Cliff Asness’ latest missive, a fictional asset allocator from the future looks back on the decade to 2035 to figure out which assets helped their performance and which hurt it.

    Lachlan Maddock | 10th Jan 2025 | More
    ‘Bubble thinking’: Howard Marks on market blow-ups

    Higher starting valuations usually lead to lower returns, but the most important part of a bubble is “highly skewed psychology” – and investors remain anchored to sanity.

    David Chaplin | 10th Jan 2025 | More
    How to stop worrying and learn to live with (if not love) tariffs

    A second Trump presidency and the potential for a new US trade regime increases uncertainty as we head into 2025. But despite the prevailing zeitgeist of unease, emerging market investors have various reasons to be sanguine, according to Ninety One

    Alan Siow | 18th Dec 2024 | More
  • Why investors should beware the Trump bump

    Tweets aren’t policy, but Yarra Capital believes that financial markets are underestimating Trump’s intentions. Expect 2025 to be the year of higher debt, higher inflation and lower growth – not to mention plenty of volatility.

    Lachlan Maddock | 13th Dec 2024 | More
    How to get a ‘return on time’ in private markets

    Private market returns are nothing to sneeze at, but investors need to consider whether their prospective allocation is worth doing the hard work to understand the liquidity and transparency issues that come with it.

    Lachlan Maddock | 13th Dec 2024 | More
    Time to pick your targets in private markets: Federated Hermes

    The amount of money rushing into private markets asset classes has made them more efficient, and investors will need to be more selective – and peruse different opportunity sets – if they want to meet their great expectations.

    Lachlan Maddock | 11th Dec 2024 | More