‘Lots of uncertainty’ prompts portfolio rethink at Brighter Super

You can’t try and forecast every twist and turn, but you can prepare your portfolio to handle them. Brighter Super is piling into active equities and eyeing more infrastructure investments to navigate a volatile macro backdrop.

Lachlan Maddock | 14th Feb 2025 | More
Equity Trustees’ plan to ‘pound the pavements’ and seize the mid custody opportunity

Australia’s private credit boom and Perpetual’s torturous takeover and demerger process means big chunks of the mid custody market are up for grabs, according to Equity Trustees.

Lachlan Maddock | 14th Feb 2025 | More
‘My performance doesn’t lie’: Liu responds to relationship revelations

The romantic relationship between TenCap founders Jun Bei Liu and Jason Todd has exploded into the press, but Liu tells Investor Strategy News that her personal life has nothing to do with the running of her Alpha Plus fund.

Lachlan Maddock | 11th Feb 2025 | More
News
TelstraSuper CIO heads (back) to Mercer

Industry veteran Graeme Miller will step into the chief investment officer job at Mercer Super after a nearly nine year stint at TelstraSuper where he played a “pivotal role” in shaping its investment strategy and approach to sustainable investing.

Lachlan Maddock | 7th Feb 2025 | More
Fidelity looks to niche assets, new clients for diversification

The race to the bottom on low cost, benchmark aware solutions for a post-YFYS world has pretty much been run. But while the perception of value currently sits on price, that might not be where it ends up, according to Fidelity’s Simon Glazier.

Lachlan Maddock | 5th Feb 2025 | More
Nest buys into IFM to fulfill private market ambitions

UK pension giant Nest will soon join a roster of industry super fund shareholders as it takes a 10 per cent stake in IFM Investors and looks to grow its private market allocations.

Lachlan Maddock | 5th Feb 2025 | More
Comment
Why investors should embrace change in the Year of the Snake

It’s been an astonishing two years for US equities, but the same can’t be said for global asset markets. 2025 could be a year to explore out of favour markets, according to Ruffer’s Jasmine Yeo.

Jasmine Yeo | 22nd Jan 2025 | More
The four-letter word private credit investors have forgotten

All strategies work – until they don’t. While the hottest ticket in town is still private credit, is it everything it’s cracked up to be?

Michael Block | 10th Jan 2025 | More
‘Martian real estate’ and bittersweet farewells: ISN’s top 10 stories of 2024

This year’s top 10 stories included a peek into AustralianSuper’s international equities build out in London, AMP’s move to slash employee benefits, and plenty of hard-hitting analysis of the issues that matter in institutional investment. But the real story is how readers helped shape all of that coverage.

Lachlan Maddock | 18th Dec 2024 | More
Editor’s note: For members, it’s no longer all about the money

If 2024 showed us anything, it’s that super funds have to become more than accumulation machines if they want to maintain their status as the trusted guarantors of most Australians’ financial future.

Lachlan Maddock | 18th Dec 2024 | More
INSight #330 with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.

Investor Strategy News | 8th May 2024 | Watch
INSight #323 with Alex Lennard from Ruffer

Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on whether the previous strategies will continue well in a new regime.

Investor Strategy News | 7th May 2024 | Watch
INSight #296 with Wenchang Ma from Ninety One

Wenchang Ma from Ninety One shares insights with James Dunn from The Inside Network on any substitute for going out and meeting companies on the road.

Investor Strategy News | 7th May 2024 | Watch
INSight #354 with Alison Shimada from Allspring Global Investments

Alison Shimada from Allspring Global Investments speaks to Giselle Roux from The Inside Network on responsible investing in EM.

Investor Strategy News | 6th May 2024 | Watch
Think Forward #7: Overcoming investment governance challenges with Duncan Smith from JANA Investment Advisers
Investor Strategy News | 11th Feb 2025
Think Forward #6: Opportunities in European private credit with Chris Rust from Ninety One
Investor Strategy News | 28th Jan 2025
Think Forward #5: How ART will invest $1 trillion with Andrew Fisher from Australian Retirement Trust
Investor Strategy News | 13th Jan 2025
Think Forward #4: The future of active currency management with Danica Hampton from Adrian Lee & Partners
Investor Strategy News | 10th Dec 2024
Profiles
‘An assumption everybody should question’: Sam Sicilia’s $200 billion hypotheticals

Hostplus’ young demographics and the mandatory nature of superannuation means it gets “a free kick before every game”. But CIO Sam Sicilia says funds must keep questioning the assumptions that underpin the superannuation system and their relationship to it.

Lachlan Maddock | 3rd Apr 2024 | More
JANA chases family offices, not-for-profits as super sees ‘significant change’

Australia’s largest homegrown asset consultant is plotting an expansion further beyond its traditional superannuation clients, while consolidation in the industry is changing the way they work.

Lachlan Maddock | 13th Jan 2023 | More
Analysis
Future Fund finds ‘active opportunities’ in more positive conditions

The Future Fund had a relatively rosy 2024 but is sticking with its prediction that the global economy will become more fragmented and difficult to navigate for even the largest and most sophisticated institutional investors.

Lachlan Maddock | 7th Feb 2025 | More
Hedge fund returns up, flows down

The global hedge fund sector saw net outflows across most strategies over 2024 despite racking-up its best calendar year performance in more than a decade.

David Chaplin | 7th Feb 2025 | More
Authors
840 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
124 Articles
David Chaplin is a reputed financial services journalist and publisher of Investment News NZ.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
376 Articles
Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
445 Articles
Greg has worked in financial services-related media for more than 30 years. He has launched dozens of financial titles, including Super Review, Top1000Funds.com and Investor Strategy News, of which he is the former editor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum