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Where family offices are putting their pots of gold to work

The assets family offices invest in haven’t changed much but the ways they’re investing in them have, according to BNY Mellon Wealth. Meanwhile, cryptocurrencies are seeing more interest as a new generation takes the reins.

Staff Writer | 21st Jun 2024 | More
Machines won’t be the masters of the universe: Ruffer

Artificial intelligence might be better at gathering and storing knowledge, but incorporating wisdom into an investment approach (or abandoning it altogether) remains the exclusive domain of humans – for now.

Staff Writer | 19th Jun 2024 | More
  • Why super’s return machine will need to shift gears

    In the accumulation phase the super fund CIO and investment team is at the wheel. But as more and more members start retiring they’ll have to share the driving.

    Lachlan Maddock | 14th Jun 2024 | More
    The US is expensive. So what?

    Investors are worried that a market bloated with big tech companies is about to burst. But prices are high for a reason, and few can fathom the force of AI tailwinds.

    Lachlan Maddock | 11th Jun 2024 | More
  • Going beyond the bears in the private credit debate

    Its outsized performance means that private credit is probably the asset class of the decade. But is that performance a real standout, or “more sizzle than steak”?

    Lachlan Maddock | 5th Jun 2024 | More
    Canada’s pension funds are going bigger in India

    India might be a matter of “when, not if” for Australian super funds, but the Maple Eight and other Canadian pensions are well ahead on investing in what will soon be the world’s third largest economy.

    Lachlan Maddock | 31st May 2024 | More
    Why the market’s ‘endless summer’ can’t last

    The end of decades of stable market conditions is a matter of ‘when’, not ‘if’, according to Ruffer. But there are two flies in the Fed’s ointment that will make it ineffective for soothing conditions.

    Lachlan Maddock | 22nd May 2024 | More
    NZ Super trends up with almost $1bn of new mandates

    The NZ Superannuation Fund has made half-a-dozen fresh investments over the previous few months across an eclectic range of strategies including US timber, a quant trend-follower and a life science specialist.

    David Chaplin | 17th May 2024 | More
    Japan’s equity market is surging. But is it sustainable?

    The Land of the Rising Sun has had more than its fair share of false dawns since its economic bubble burst in 1989, but now there is a growing expectation among some analysts that the current share market rally is sustainable in the long term.

    Drew Meredith | 17th May 2024 | More
  • Endowments’ long game suffers short-term setback

    The famous and closely watched US endowment model took a hit in FY23, with smaller, equity-heavy investors taking the lead. But the longer-term superiority of a chunkier exposure to alternatives remains unchallenged.

    James Dunn | 15th May 2024 | More
    Why these ‘medieval merchant bankers’ don’t play in property

    Australia’s private debt space might be booming, but a large number of new and established managers are operating in an increasingly crowded space according to Causeway Financial.

    Lachlan Maddock | 10th May 2024 | More
    Big super, systemic risk and the ‘illusion of control’

    Systemic risk in the superannuation system likely doesn’t stem from funds themselves, but from their service provider relationships. Regulators need to be thinking harder about where and how it arises – something they’re not necessarily well set up to do.

    Lachlan Maddock | 8th May 2024 | More
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