Macquarie Asset Management

Despite its physical proximity, South East Asia has seen little direct investment from Australia’s super funds. Could soaring interest in the region from other big investors change that?

The $250 billion industry fund has hunted two new heads for its investment team while it chips away at a digital transformation project that will support its move to internalise 50 per cent of assets.

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.