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Performance gap narrows, but more competition coming

YFYS is driving an uplift of the $31 billion Brighter Super’s investment strategy, while wider super fund performance is narrowing even as competition for new and switching members heats up with the end of default distribution.

Lachlan Maddock | 21st Feb 2024 | More
GMO on how active managers might be (relatively) more magnificent

Betting on mega-caps has rarely paid off for active managers, but investors who want exposure to the US market are often forced to take on massive stock specific risk for or against the Magnificent Seven. A mega-cap mean-reversion could be a tailwind once again.

David Chaplin | 21st Feb 2024 | More
  • Citi Securities Services takes custody of Ausbil

    Another former NAS client has found a new home, with Citi Securities Services bringing fund manager Ausbil on board following a “rigorous tender and due diligence process”.

    Lachlan Maddock | 19th Feb 2024 | More
    The explosive history of UniSuper’s big property buy (and why it won’t shop offshore for more)

    The $124 billion super fund is pretty proud of its direct property portfolio, which now includes 66 acres of prime development land once used to manufacture dynamite. But it doesn’t want to take on the risks that come with heading overseas.

    Lachlan Maddock | 16th Feb 2024 | More
  • Don’t chase markets into the ‘danger zone’: Ninety One

    The peak in interest rates and inflation has been supportive of markets, but there’s still plenty of turbulence ahead and investors should be wary of chasing stocks higher.

    Staff Writer | 16th Feb 2024 | More
    Unloved value stocks primed for outperformance: Pzena

    Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors, according to Pzena Investment Management.

    Staff Writer | 14th Feb 2024 | More
    AustralianSuper wants its members to have an ‘account for life’

    Australia’s largest super fund thinks its three million members will be better off with a single “account for life” and will soon bring a longevity risk solution to market to help them conquer fear of running out.

    Lachlan Maddock | 14th Feb 2024 | More
    Hedge funds flounder in boom year for markets

    Hedge funds struggled again in 2023 as aggregate mediocre performance coincided with net outflows, a new report reveals, while most remain well below the global equity index over the last five years.

    David Chaplin | 9th Feb 2024 | More
    ‘We have to adapt’: Fidelity CIO on the changing funds management landscape

    Even the biggest fund managers have to change with the times, and the US$750 billion Fidelity is staring down a world that’s moving beyond the traditional investment landscape in which its business was built.

    Lachlan Maddock | 7th Feb 2024 | More
  • Super’s problem with the ‘misunderstood middle’

    A dearth of member data is “hindering progress” against the retirement income covenant and more than $145 billion of member money might be better off in guaranteed lifetime income products, according to new research.

    Staff Writer | 7th Feb 2024 | More
    Cbus gets a new head of stewardship

    The $85 billion industry fund has picked up a new head of stewardship with a “wealth of experience” from BlackRock as it looks to double down on its ESG goals.

    Staff Writer | 2nd Feb 2024 | More
    APRA plots unlisted asset ‘deep dive’ review

    The prudential regulator will undertake another review of how superannuation funds treat their unlisted assets, with a special focus on “valuation and liquidity management practices” as they come to account for larger and larger chunks of the portfolio.

    Lachlan Maddock | 31st Jan 2024 | More