Analysis

How big funds are showing their views with new mandates

Big investors seem reasonably sanguine about both their performance during the current market volatility and the outlook for markets generally over the next few months, according to a report by global manager search firm and investment advisor bfinance. The report

More »
Roger Urwin

How big investors can learn from aviation: we need a black box

Investment organisations are not learning from their experience when it comes to improving investment committee (IC) practices and governance, according to new research from the ‘Thinking Ahead Institute’, a not-for-profit member group linked to Willis Towers Watson. The research, ‘Going

More »
Raewyn Williams

Backcasting: a new form of research for super’s future

Around every corner of Australia’s roughly $3 trillion in super industry assets, you’ll find a forecaster, says one of the industry’s leading researchers, Raewyn Williams. Investment teams forecast market direction, engagement teams forecast new member flows and finance teams forecast

More »
Claire Casucci and Michael Sommers

Multi-asset strategies: not drowning, waving

Until a few years’ ago, multi-asset managers were consistently delivering reliable returns with good downside awareness. However, from 2018 there was a noticeable shift towards persistent underperformance in relative-value multi-asset managers which was outside the range of expectations. Frontier Advisors

More »
Senator Bragg, Treasurer Frydenberg and Tim WIlson

Super threatened by Lib backbenchers. Enough is enough.

Comment by Greg Bright Liberal backbenchers Andrew Bragg, a Victorian-born NSW senator, and Tim Wilson, the member for Goldstein in Victoria and, interestingly, a former human rights commissioner, both appear hell-bent on destroying any chance of bipartisanship over Australia’s superannuation

More »
Peter Warnes

Morningstar’s annual forecast: the good, the bad and the ugly

In his annual detailed forecast of markets, managers – and their styles – which this year involves many uncertainties, Peter Warnes, Morningstar Australia’s head of equities research, told the firm’s clients to “remain cautious and increasingly vigilant”. While the current

More »

Subscribe to our Newsletter

IN Partnership

New on Investor Strategy News