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How big asset owners are managing all the money in the world

Institutional investors feel ready for anything markets might throw at them, according to a new report from Mercer. But while they still want to manage money themselves, a lot of them don’t know if they’re any good at it.

Lachlan Maddock | 20th Oct 2023 | More
Why pessimistic private markets predictions haven’t come true (but monthly valuation will)

The question of how much private market assets are really worth has more answers than ever with the growing popularity of evergreen funds. But the drive for more and more frequent valuations has to end somewhere. Right?

Lachlan Maddock | 20th Oct 2023 | More
  • For funds, one big question remains: Who’s really keeping an eye on internalisation?

    As super funds internalise more and more of their investment management, they’re taking on more and more risk. Many of them still lack a plan to deal with it.

    Lachlan Maddock | 13th Oct 2023 | More
    A growing debt pile could signal the return of bond vigilantes

    Unrest in the Middle East, political dysfunction in Washington and the looming shadow of a global recession means markets face a new wall of worry in time for the holiday season.

    Staff Writer | 13th Oct 2023 | More
  • The one thing China has that Japan didn’t

    Everybody’s worried that the world’s largest economy will suffer the same fate as Japan did when its asset price bubble collapsed in the late 80s. But, like it or not, China has one big advantage.

    Lachlan Maddock | 11th Oct 2023 | More
    ‘More need than ever’ for investment governance advice

    Big funds are looking for help with investment governance as they internalise more and more of their resources, according to JANA, and it’s also seeing a lot more demand for guidance on net zero objectives.

    Staff Writer | 29th Sep 2023 | More
    US politics, more global conflicts top risks for instos

    Not every risk is out in the open, and Allspring Global Investments is keeping a close eye on those that some segments of the market struggle to price – including a US government shutdown and a war on the Korean peninsula.

    Staff Writer | 22nd Sep 2023 | More
    Where to really find alpha (and things like it)

    Too much of what managers call alpha is just a roll of the dice. To find the real stuff you have to look in private markets, according to Michael Block, while trend following strategies will get you something that looks just like it.

    Lachlan Maddock | 20th Sep 2023 | More
    Aware eyes a ‘very wide playing field’ for hedge funds

    Uncertainty, dispersion and volatility are “magical words” for hedge funds, and the $160 billion Aware Super has reframed its thinking around the liquid alternatives space in a more complex macro environment.

    Lachlan Maddock | 15th Sep 2023 | More
  • Another big manager climbs aboard the alts express

    The $1.7 trillion global investment manager PGIM has brought together its alternatives units in a sign of their growing importance to its biggest clients.

    Staff Writer | 13th Sep 2023 | More
    Winding up the Future Fund won’t be cheap: WTW

    Calls to liquidate the Future Fund and use the proceeds to pay down government debt have grown louder in recent weeks but doing so won’t come without a cost according to analysis from WTW.

    Abbey Minogue | 6th Sep 2023 | More
    Choice products in the gun as YFYS strikes again

    The latest iteration of the Your Future Your Super test has dispatched a large swathe of trustee-directed products even as APRA acknowledges that many are selected for reasons beyond performance.

    Staff Writer | 1st Sep 2023 | More