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Why the active opportunity set is ‘richer than it has been in years’ (and what to do about it)

Active management might be back in a big way but asset managers need to make sure they’re getting what they pay for: skill, not luck. Figuring out manager style and factor biases is key.

Lachlan Maddock | 19th May 2023 | More
Why we’re ‘thundering towards the cliff’ of systemic risk  

Systemic risk is difficult for investors to grasp because it’s no big deal – until it is. And unless investors adopt a “vastly different” mindset about pricing, it’s going to get a lot worse.

Lachlan Maddock | 15th Mar 2023 | More
2022 a sign of things to come for funds

Global pension assets fell sharply in 2022, but the “global polycrisis” that caused the chaos is unlikely to be a one-off, according to the Thinking Ahead Institute.

Staff Writer | 17th Feb 2023 | More
  • Why super funds and consultants shouldn’t ‘accept the status quo’

    Much of the work Willis Towers Watson does for Australia’s largest allocators is now around investment governance. But the tyranny of distance means the local scene can be a bit of an “echo chamber”.

    Lachlan Maddock | 3rd Feb 2023 | More
    Annuitas finds chief, loses investment head

    The Kiwi secretariat provider has named former WTW global head of governance consulting Tim Mitchell as chief executive to replace long-time head Simon Tyler. But it has another vacancy to fill with the looming exit of Paul Bevin, general manager investments.

    David Chaplin | 20th Jan 2023 | More
    How Willis Towers Watson would fix alts for the test

    A small handful of new benchmarks would make alternative strategies viable under the YFYS performance test and once again allow funds to take advantage of their diversifying characteristics.

    Lachlan Maddock | 18th Dec 2022 | More
  • Hedge funds strike back after a lost decade

    The level of alpha that hedge funds generated in the age of quantitative easing was “lackluster”, but rising market volatility now offer “a richer opportunity set for skilled managers.”

    Lachlan Maddock | 28th Sep 2022 | More
    Why Frontier wants to be big in Japan

    Until now, Japanese funds have largely been bond and cash investors. As they expand into real assets, Frontier wants to own that consulting niche.

    Lachlan Maddock | 3rd Aug 2022 | More
  • Prepare for the might of the giga-fund

    In less than 20 years there will likely be a trillion-dollar super fund. So how will it throw its awesome weight around? It might have been premature to label AustralianSuper our first mega-fund. After all, it gives little room to move when coming up with a descriptor for a fund that will someday manage $1…

    Lachlan Maddock | 29th Apr 2022 | More
    Prepare to return to the ‘market of professionals’

    A rising tide lifts all boats – but this one is starting to recede. After the post-Covid liquidity mania, the best of the best will have a chance to prove themselves once again. The world’s stock pickers have been in a rut these last few years. A phenomenal bull market has given them little chance…

    Lachlan Maddock | 8th Apr 2022 | More
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