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The Future Fund’s unbroken run of robust returns is about to the face a tough new investment paradigm. A stronger bent to “skill-based investments” might help them weather the storm. There’s a strong argument for the Future Fund being one of the wonders of the investing world. Seeded with $60 billion 13 years ago, it’s…
The RBA is lagging its global peers with light touch monetary policy and lax guidance that will hinder, rather than help, markets and the economy. “The RBA had a good first 18 months of Covid and then it came off the rails a bit towards the end of last year and into this year,” Stephen…
It’s all coming up roses for the asset class, which is set to benefit from rising inflation and global spending programs. A boom delayed is still a boom. The delta variant stymied reopening plans and the fiscal stimulus expected to accompany them, but listed infrastructure investors will breathe easier as government spending finally goes ahead….