Analysis

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

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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

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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

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Adam Berger

Uncertainty reignites active versus passive argument

After more than 30 years of arguments among and between fund managers, academics and, even, regulators, the passive versus active debate may wax and wane but it remains unresolved across the broad investor audience. In a timely paper, Wellington Management

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Mark Monfort and Nick James

… as Corona crisis forces investment data rethink

by Wietske Blees* Making well-informed investment decisions isn’t easy at the best of times but throw in a pandemic and a decade worth of quantitative easing that’s fuelling a growing disconnect between equity markets and underlying fundamentals, and reliably predicting

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David Scobie

Storm warning: Mercer on manager business risks

Fund manager business risks have spiked upwards during the coronavirus crisis with further fall-out likely as the shockwaves reverberate, according to a new paper by Mercer. The firm sees the possibility of casualties and M&A activity, but not yet a

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