Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

Summers’ sober view on nukes, Cathie Wood and the ‘somewhere people’

For all the risks that lie up ahead, the market is pricing very few of them in. But the situation in the United Kingdom should be a warning to investors of the “accidents” that may come.

Lachlan Maddock | 12th Oct 2022 | More
Time for a new story in emerging markets

The complexities of investing in the emerging markets set have been compounded by the Your Future Your Super test. But they’re still a more likely source of growth than their developed market counterparts.

Lachlan Maddock | 7th Oct 2022 | More
  • ‘I cannot recall a more dangerous period than today’: Markets get a brand new Minsky Moment

    As a forty-year long bull run fuelled by cheap money screams to a stop, markets are at an inflection point. This time really could be different.

    Lachlan Maddock | 5th Oct 2022 | More
    ‘Profound changes that won’t happen overnight’: Funding climate transition of the real economy

    In the murky world of data – particularly murky with ESG and climate information – blending quantitative techniques and fundamental research is shedding new light for investors.

    Greg Bright | 28th Sep 2022 | More
  • Funds want an ‘evolution, not a revolution’ in alternatives

    An uncertain market outlook beggars a fundamental rethink of investment strategy. But institutional investors are sticking with what worked in the past, even when they know it won’t work in the future.

    Lachlan Maddock | 28th Sep 2022 | More
    Real-world view benefits investors

    Looking at the real-world consequences of ESG investments should boost risk-adjusted returns and avoid greenwashing. “Get to the nuts and bolts of the investment,” John Green advises super funds.

    Greg Bright | 19th Sep 2022 | More
    Super fees climb with age, but devil is in the detail

    There are a range of factors that will determine the fees a member will pay. The difference could have a dramatic effect on the final balance of a retiree’s nest egg.

    Contributor | 19th Sep 2022 | More
    ‘Scar tissue’ matters in private equity (and so do fads)

    “Most of the new capital that’s come into the markets… has been chasing fads,” says David Chan, portfolio manager at MLC Private Equity. “The latest hot opportunity, whether it be an unprofitable tech company that’s growing very rapidly, or a very large scale buyout that’s the headline of tomorrow’s AFR.”

    Lachlan Maddock | 16th Sep 2022 | More
    ‘We stood on the shoulders of giants’: Finishing super’s unfinished business (and revitalising it along the way)

    As funds exit regulatory deadlock and a generation of superannuants enter the retirement phase, super will need a new wave of thinkers to argue some of its toughest debates.

    Lachlan Maddock | 14th Sep 2022 | More
  • ‘They lost their way and they disappeared’: Weaven charts the path

    Industry superannuation has, for the most part, been a roaring success. But it needs to retain its “missionary zeal” if it’s to avoid the same fate that befell the other giants that once dominated the landscape.

    Lachlan Maddock | 9th Sep 2022 | More
    Super bear part 3: Grantham trilogy ends with tragedy

    Renowned fund manager Jeremy Grantham has warned investors to prepare for an “epic” blowout with the recent market resurgence following the script of previous “superbubble” implosions.

    David Chaplin | 5th Sep 2022 | More
    ‘Years of growth ahead’ for infrastructure: Northleaf

    As other infrastructure investors have grown in size, they’ve begun to overlook the midmarket, leaving a hole in the portfolios of asset allocators.

    Staff Writer | 2nd Sep 2022 | More
    1 18 19 20 21 22 80