Why super’s manager merry-go-round is ‘the definition of insanity’

Investing with a manager when they’re winning is usually peak risk, but that’s what a lot of funds do. Meanwhile, passive investing remains “the elephant in the room”, even as it allows for greater freedom to invest in alpha-generating assets and strategies.

Lachlan Maddock | 15th Mar 2024 | More
‘A strange new beast’: Grantham’s bubble that didn’t pop

In the first half of 2022 the market fell almost as much as it did when Europe tumbled into World War Two. Then it reversed course – and famed bubble spotter Jeremy Grantham says a new artificial intelligence bubble is the cause.

Lachlan Maddock | 15th Mar 2024 | More
AustralianSuper clears the decks for UK expansion

Australia’s biggest super fund has slashed the headcount in its Melbourne-based global equities team as it prepares to build out a new crew in its rapidly expanding London office.

Lachlan Maddock | 14th Mar 2024 | More
News
‘No easy answers’, but YFYS review starts asking the right questions

It’s tempting to think of the latest review into Your Future Your Super as just more regulatory tinkering, but experts think there’s a good chance it will give the industry a real solution to the unintended consequences of the performance test.

Lachlan Maddock | 13th Mar 2024 | More
HESTA hires from Citi for investment execution head

The $82 billion fund has picked up a new head of investment execution with a “wealth of expertise” from Citi Securities Services as it looks to enhance its own investment operation platform.

Staff Writer | 13th Mar 2024 | More
Scientific Beta plots how deglobalisation hits stocks

War and plague have disrupted the geopolitical peace over the last three years with far-reaching consequences for international trade and economic growth.

David Chaplin | 8th Mar 2024 | More
Comment
The Future Fund already invests in Australia. Could it be asked to do more?

Everybody and their dog has an idea for putting the Future Fund to work beyond its core mandate.
But the best idea for getting it to invest more in Australia’s economy is probably already being done.

Lachlan Maddock | 2nd Feb 2024 | More
Editor’s note: Looking beyond the headlines

As 2023 draws to an end, it’s worth looking back at those stories that didn’t make it into the top 10 but in which some of the great industry shifts were chronicled.

Lachlan Maddock | 20th Dec 2023 | More
Why the YFYS review should dig deep on systemic risk

More updates to Your Future, Your Super (YFYS) will no doubt be welcomed by the industry, but a thorough review must get to the bottom of the potential system risks created by benchmarking and big funds that keep bulking up.

Lachlan Maddock | 8th Dec 2023 | More
Why super needs to speak with a louder voice on housing

It’s temping to dismiss the super for housing debate out of hand. But if funds and trustees refuse to engage with that debate it will inevitably be settled without them, with a deleterious impact on retirement savings.

Lachlan Maddock | 24th Nov 2023 | More
The emerging markets opportunity: INDepth with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One goes in-depth with James Dunn from The Inside Network on the emerging markets opportunity.

Investor Strategy News | 15th Mar 2024 | Watch Pause
Rethinking portfolio construction amid major regime change in markets: INDepth with Alex Lennard from Ruffer

Alex Lennard from Ruffer goes in-depth with Laurence Parker-Brown from The Inside Network on rethinking portfolio construction amid major regime change in markets.

Investor Strategy News | 8th Jan 2024 | WatchPause
Which asset class is seen as the most volatile for 2024?: IN60 with Alex Lennard from Ruffer

Alex Lennard from Ruffer speaks to Laurence Parker-Brown from The Inside Network for our IN60 series.

Investor Strategy News | 8th Jan 2024 | WatchPause
INSight #324 with Alex Lennard from Ruffer

Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on navigating persistent inflation and higher volatility.

Investor Strategy News | 8th Jan 2024 | WatchPause
Hayden Nicholson, Bell Potter Securities
The Inside Network | 7th Jul 2021
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Network | 10th May 2021
Kanish Chugh explores strong returns from Biotech in recent years
The Inside Network | 30th Mar 2021
32% return for calendar 2020!
The Inside Network | 9th Mar 2021
Profiles
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
Julie Lander takes a bow at Care

“We believe in our story,” says Julie Lander. The CareSuper CEO chats to Greg Bright about mergers, diseconomies and spending money.

Greg Bright | 24th Aug 2022 | More
Analysis
How big investors are getting more bang for their RI buck

More and more of the global institutional investor set is turning to thematic strategies even as they resist the use of ESG benchmarks amidst questions about the methodologies that underpin them.

Lachlan Maddock | 13th Mar 2024 | More
Watch out for tourist investors and ‘me too managers’ in private markets: Mercer

In private debt, you win by not losing, and key to not losing is good manager selection. But with a massive number of “me too” players entering the market, that’s getting harder.

Lachlan Maddock | 8th Mar 2024 | More
Authors
646 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
105 Articles
David Chaplin is a reputed financial services journalist and publisher of Investment News NZ.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
375 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
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