Two big global managers – Franklin Templeton Investments and Wellington Management – have produced papers espousing the virtues right now of emerging market debt strategies. Emerging market debt is “fixed income’s most dynamic asset class”, one of them says. According
Cybersecurity breeches may well represent the biggest threat to both corporate and national interests, but investors can also capitalise on the problem. It’s the age-old adage: where there’s muck there’s money. According to a paper by Robeco, ‘Cybersecurity – Turning
Fund managers love their acronyms. We currently have the FANGs and more lately we have the BATs. We used to have the BRICS too, but they fell out of favour. But both the latest tech-orientated acronyms – FANGs and BATs
by James Lindgren* With the latest APRA fund data showing that average operating expenditure per member for all categories of superannuation fund (except corporate funds) has steadily increased since 2004, it is increasingly important that super funds ensure that increasing
Cliff Asness, the renowned founder of AQR Capital, has published a new white paper critiquing common ways used to compare the overall performance of hedge funds and suggesting better comparisons for investors to make. But he has a sting in
MySuper options delivered strong returns in the past one, three and five years, as did ‘non-MySuper’ super options, according to the latest Rainmaker research. But not-for-profit funds continue to dominate MySuper returns compared with commercial funds. And the gap between
MSCI has included 226 China A shares in its global emerging markets index, after a protracted process urged on by potential investors and competition from fellow index provider FTSE. MSCI expects at least US$600 billion of foreign capital flow into
The draft report of the Productivity Commission into superannuation, as critical as it is about the system, at least has a silver lining with respect to fees. Unlike APRA’s public statements in the past, the Commission has made 38 references
by Suzanne Holden* The industry is once again facing significant transformation with the recent Federal Budget, the Productivity Commission report and the Royal Commission all proposing changes. But this will be an evolution rather than the feared revolution, in my
Hedge fund managers are increasingly putting their assets to work in the ESG space, with more than 10 per cent, according to a global survey by the Alternative Investment Management Association, allocated to such strategies. The survey coincides with new
Two big global managers – Franklin Templeton Investments and Wellington Management – have produced papers espousing the virtues
Cybersecurity breeches may well represent the biggest threat to both corporate and national interests, but investors can also
Fund managers love their acronyms. We currently have the FANGs and more lately we have the BATs. We
by James Lindgren* With the latest APRA fund data showing that average operating expenditure per member for all
Cliff Asness, the renowned founder of AQR Capital, has published a new white paper critiquing common ways used
MySuper options delivered strong returns in the past one, three and five years, as did ‘non-MySuper’ super options,
MSCI has included 226 China A shares in its global emerging markets index, after a protracted process urged
The draft report of the Productivity Commission into superannuation, as critical as it is about the system, at
by Suzanne Holden* The industry is once again facing significant transformation with the recent Federal Budget, the Productivity
Hedge fund managers are increasingly putting their assets to work in the ESG space, with more than 10
