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Atlas Arteria shareholders hold out for a hero

Shareholders in toll road operator Atlas Arteria believe the company will be able to drum up significant offshore interest in the face of a raid on its registry by IFM Investors. Australia’s listed infrastructure universe is disappearing beneath the tidal wave of capital dispensed by investors like IFM and the super funds that own it….

Lachlan Maddock | 10th Jun 2022 | More
Global pensions sketchy on net zero

A survey of 50 global pension funds shows that many are losing hope of achieving their net-zero goals, and the sector is still “in the foothills” of the transition. The report, carried out by CREATE-Research and backed by DWS Group, was based on a telephone survey of 50 large pension plans based in North America,…

Lachlan Maddock | 13th May 2022 | More
‘We can’t blow up our own mandate’: caution needed on transition  

The recent surge in demand for fossil fuels doesn’t mean the green energy revolution is dead. But investors need to proceed with caution lest they lose their mandate to manage the transition. There are two schools of thought on what Russia’s invasion of Ukraine means for fossil fuel production and consumption. Either it will hasten…

Lachlan Maddock | 27th Apr 2022 | More
  • Firetrail goes global – warts and all

    The green boom has seen rife speculation on so-called sustainable companies without so much as a dollar to their name. Firetrail’s new global equities operation wants to find the ones with a few warts on them instead. “It’s all about finding tomorrow’s leaders,” says Justin Gray, one of three portfolio manager for Firetrail’s new S3…

    Lachlan Maddock | 28th Jan 2022 | More
    Investment app rides consumer net-zero trend

    Acacia Money, a fintech start-up which has embraced major consumer and market trends in financial services, this week takes its next big step through the launch of a ‘super solutions’ component of its offering. Armed with data from Chant West and aggregator Yodlee, the savings and wealth management platform launched in August will now incorporate…

    Greg Bright | 16th Dec 2021 | More
    Mega funds chase mega deals as infra appetite soars

    The tilt at Sydney airport and the privatisation of WestConnex has showcased the appetite for Australian infrastructure from super funds and offshore investors. The only problem is in meeting it. “The appetite to invest in Australia, as you’re seeing through these mega-privatisations, is huge,”says Nicole Walker, chief commercial officer at specialist alternative asset manager HRL…

    Lachlan Maddock | 1st Oct 2021 | More
  • Big super taking on big end of town

    Last year a big super fund, Aware Super, shocked the M&A market in Australia with a surprise bid for a listed company, OptiComm. It signalled a new era in competition among players at the big end of town. It was the first time a super fund had tried to buy a whole listed company in…

    Greg Bright | 10th Sep 2021 | More
    ASX rose to six-week high ahead of Easter break

    Second quarter off to strong start, AMP’s CEO departs, Boral announces buyback The ASX200 (ASX:XJO) finished the week and commenced the new quarter on a strong note, finishing 0.5% higher with both IT, up 2.3%, and materials, 1.3%, contributing. It was a day for stock specific news with the worst kept secret in finance being confirmed, AMP’s CEO Francesco…

    Investor Strategy News | 4th Apr 2021 | More