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Alternatives a ‘hard balance to strike’ as ART manages its massive size

It’s not so much the scale as the speed of Australian Retirement Trust’s growth that makes investing tough. A big allocation today might be a tiny slice of the pie tomorrow.

Lachlan Maddock | 31st Mar 2023 | More
Why big super is doing infrastructure wrong

The money that industry super funds are spending on buying renewables would be better spent building them, according to Quinbrook. But there’s plenty of challengers for that view. The fresh interest in renewable infrastructure from industry funds has come with plenty of caveats. One of the major problems is finding investment opportunities at scale, while…

Lachlan Maddock | 28th Oct 2021 | More
ASX brushes aside BNPL slump, rises to four-week high

ASX overcomes BNPL sell off, Afterpay tanks, Praemium jumps The ASX 200 (ASX: XJO) finished 0.3% higher on Wednesday, overcoming a significant sell off in the technology sector. The tech sector fell 2.7% for the day, with a 9.6% fall in Afterpay Ltd (ASX: APT) pulling the entire market down by 10 points. The sell-off came after a double…

Investor Strategy News | 14th Jul 2021 | More
  • Trading volumes soft as ASX slides

    ASX falls as Afterpay spikes, Woolworths’ spin-off, retailers rally The ASX 200 (ASX: XJO) fell 0.3%, the second straight day of losses, with consumer staples (+1.9%) and IT (+2.1%) the only real winners. The majority of the selling pressure came from healthcare and energy, falling 1.8% and 1.2% respectively, with continued weakness in CSL Limited (ASX: CSL) dragging the…

    Investor Strategy News | 24th Jun 2021 | More
    How YFYS could hurt super, forever

    Nobody questions the need to fix super, although there appears little consensus on what needs to be changed and how. Treasurer Josh Frydenberg’s October “recovery” Budget delivered an unwelcome surprise to the $3 trillion super industry: a slew of reforms under the title ‘Your Future Your Super’ which could fundamentally alter retirement outcomes. The changes,…

    Lachlan Maddock | 28th May 2021 | More
    ASX drops 0.7% in second straight loss

    Sell off continues despite budget, Qantas tanks on flight delays, CBA delivers  The ASX200 (ASX:XJO) fell 0.7%, the second straight negative session, pushed lower by utilities and energy companies, down 2.2% and 2.0% respectively. The Federal Budget which offers little in the way of future spending or policy direction was broadly in line with expectations, the deficit lower than…

    Investor Strategy News | 12th May 2021 | More
  • Best close since COVID as ASX rises 0.6%

    ASX hits new high, value rotation continues, car sales spike The ASX200 finished another 0.6% higher on Wednesday, reaching the highest point since February last year but still some way off the all-time high of 7,199 points. Once again it was the energy and materials sectors boosting the market as a flood of more positive economic news…

    Investor Strategy News | 7th Apr 2021 | More
    Managers tipped to double tech spend by 2030

    Fund managers expect to double their technology spend from about 10 per cent of their operating expenses in 2019 to 20 per cent by 2023, according to a new study by Casey Quirk. The increase is driven by wanting to have broader and deeper ties to clients. The study, ‘Technology for the C-Suite: Driving Competitive…

    Investor Strategy News | 7th Jan 2021 | More
  • 4D Infrastructure takes proven record to instos

    Listed infrastructure manager 4D is looking to widen its distribution reach to include the institutional market as it approaches a five-year track record of strong performance. The boutique, founded by CIO Sarah Shaw and global equity strategist Greg Goodsall in 2015, is a part of the Bennelong Funds Management multi-affiliate group. Its concentrated global portfolio…

    Investor Strategy News | 5th Dec 2020 | More
    AMP’s social infrastructure purchase pays off

    AMP Capital’s purchase of a small social infrastructure fund from the Royal Bank of Scotland 10 years ago has become a rare beacon of hope for the troubled manager riding an ESG trend and the search for stability in an uncertain world. The AMP Capital Community Infrastructure Fund, known internally as CommIF, now has 19…

    Investor Strategy News | 20th Nov 2020 | More