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‘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.

    Nicki Bourlioufas | 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
  • ‘Power can be used well or it can be used poorly’: Super funds and too big to fail

    The Albanese Government has begun to explore the potential negative impacts of super fund consolidation. The question is whether a super fund can ever be too big to fail.

    Lachlan Maddock | 26th Aug 2022 | More
    Don’t go chasing unicorns (or interest rates): The value-growth fairy story

    Blame the unicorn-hunters. Or luck. Just don’t point the finger at central bankers for the recent value-v-growth stock performance trends, according to quantitative investment legend, Cliff Asness.

    David Chaplin | 19th Aug 2022 | More
    Magellan embraces uncertainty and plays the confidence game

    A new CEO will go part of the way to convincing investors that Magellan can be turned around. But proving to those investors that they need Magellan, not an index, will be harder.

    Lachlan Maddock | 19th Aug 2022 | More