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Big funds shake home country bias, champion barbell strategies

Superannuation funds are rapidly offshoring their assets as FUM grows faster than GDP, according to new data from NAB and ASFA. Coming early to the barbell strategy party has also paid off.

Lachlan Maddock | 15th Feb 2023 | More
Big super becomes the underdog

They might be behemoths at home, but Australia’s biggest super funds will be on the backfoot as they scour the globe for investment opportunities. NAB’s biennial FX Hedging survey is not only a good insight into super fund hedging strategies, but the state of the industry itself – particularly its growing interest in markets beyond…

Lachlan Maddock | 18th Nov 2021 | More
Crises prompt talk of capitalism reimagined

CFAs are a good barometer for the investment industry. Put 550 of them together in the current climate and the mood is downbeat. This decade could be the most crucial in human history. The annual CFA Societies Australia investment conference, which attracted about 550 attendees and speakers from several countries, was “all about disruption”, according…

Greg Bright | 15th Oct 2021 | More
  • Common ownership inquiry another big nothing

    The new inquiry into common ownership wants to find evidence of collusion between super funds. But it appears to be the quintessential storm in a teacup. The standing committee on economics’ inquiry into the implications of common ownership and capital concentration in Australia has supposed a problem and now faces the difficult task of finding…

    Lachlan Maddock | 10th Sep 2021 | More
    Banks drag ASX down, tech outperforms

    Negative start to the week, AUSTRAC on the prowl, takeovers galore The ASX 200 (ASX: XJO) finished down 0.1% on Monday, a negative start to the week driven lower by the financials sector, which fell 1.1%.  Elsewhere the retail sector was hit, falling 0.8% as the Melbourne lockdown continues, whilst the IT sector was the brightest light,…

    Investor Strategy News | 7th Jun 2021 | More
    Shining a light on FX market opacity

    Karl O’Shaughnessy, former hedge fund manager and head of foreign exchange for NAB, has been battling his concerns about FX trading for more than 25 years. He is now advising institutional investors on how to improve their returns. O’Shaughnessy recently formed SuperClear FX, an advisory business which also offers wholesale clients an implementation ‘product’, which…

    Greg Bright | 4th Jun 2021 | More
  • SSGA wins Vanguard gig at BNZ

    BNZ, NAB’s NZ subsidiary, has appointed State Street Global Advisors to replace Vanguard as its core international assets index manager among a raft of investment mandate changes. In disclosure documents filed last week (May 19), BNZ named SSGA to take over passive management duties from Vanguard in global equities and fixed income covering its KiwiSaver…

    David Chaplin | 21st May 2021 | More
    ASX records worst session in more than a month

    Market down as Brisbane locks down, AGL to split, USD rallies  The ASX200 (ASX:XJO) finished 0.9% lower after the Queensland Government announced a lockdown amid surging virus cases in Brisbane and surrounding areas. The retail sector was hit hard, falling 1.4%, as the likes of Flight Centre (ASX:FLT), -1.8% and Webjet (ASX:WEB), -2.0%, were hit with cancellations of Easter travel plans. The…

    Investor Strategy News | 30th Mar 2021 | More
  • A new multi-asset strategy with long pedigree

    While tactical asset allocation strategies have had a long history in Australia, their newish incarnation, as global macro funds, have tended to go in and out of fashion in step with market jitters. The current volatility is good news. Starting with separately managed accounts in 2017 and launching a fund in April 2019, boutique manager…

    Greg Bright | 26th Mar 2021 | More
    ASX edges up 0.2% as banks offset AMP and Afterpay

    ASX delivers a gain, AMP CEO to resign, wealth platforms take a major hit  The ASX200 (ASX:XJO) managed to register a slight gain, finishing 0.2% higher behind strength in the banking and healthcare sectors, with National Australia Bank (ASX:NAB) up 0.5% and CSL (ASX:CSL) 1.4% amid a search for quality. The news of the day was the rumoured departure of ‘saviour’…

    Investor Strategy News | 25th Mar 2021 | More