Analysis

Adding a qualitative measure of performance or the right to appeal to YFYS could enhance consumer outcomes. But critics have warned that it could defang the test.

The opportunities of the decarbonisation boom are nigh endless. But a rising tide won’t lift all boats, and there’s plenty of ‘worst in breed’ companies that will surprise to the downside.

It’s a good thing the superannuation industry hasn’t received “chapter and verse” from the government on its affordable housing plan. But details around performance still need to be worked out.

In the madness of the last nine months, optimism has become a contrarian position. But there’s still plenty to be optimistic about in US equities.

This won’t be an environment where a rising tide will lift all boats, according to Magellan’s new CEO. But lifting this one will be a gargantuan task.

The Your Future Your Super (YFYS) performance test introduces systemic risk into superannuation and discourages the involvement of funds in nation-building projects. But tweaking the test itself might be a tall order.

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.

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.

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.

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.

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.

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.