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BlackRock brings its own solution to ‘impossible’ retirement problem

Super funds are an accumulation wonder of the world, but when it comes to retirement they’re in the same leaky boat as every other defined contribution system. BlackRock wants to bail it out.

Lachlan Maddock | 27th Mar 2024 | More
How the Future Fund (and others) think about the total portfolio approach

TPA is an “uncommon and demanding” approach to running an investment organisation, according to the Future Fund, but a rewarding one – as long as institutions that take it up know that it’s not a transformation that should be embarked upon lightly.

Lachlan Maddock | 22nd Mar 2024 | More
  • How this global giant plans to become a go-to manager for super

    The AUD$660 billion M&G has been a “sleeping beauty” down under, and it wants more than the mandate it already runs for the Future Fund. Thinking like an asset owner is part of the equation.

    Staff Writer | 22nd Mar 2024 | More
    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
    BlackRock backs gold, liquid alts for new market regime

    The smart money at the US$10 trillion asset manager is in hedge funds, gold and inflation-linked bonds, while local investors in its exchange-traded products are bargain hunting in China.

    Lachlan Maddock | 8th Mar 2024 | More
    Ditching alts favourites is a ‘big step into the dark’

    When is a bubble not a bubble? When traditional monetary transmission mechanisms are disintermediated by private credit. Meanwhile, a decent chunk of so-called ‘alternatives’ are just beta in a low-vol wrapper.

    Lachlan Maddock | 6th Mar 2024 | More
    Governments to tinker more as politics stirs global pension pots: Thinking Ahead Institute

    Global pension funds are facing increasing political pressure to alter investment strategies, according to The Thinking Ahead Institute (TAI), with governments able to exert “considerable influence” on net zero policies and domestic investment.

    David Chaplin | 1st Mar 2024 | More
    The hidden risk that nobody is pricing

    You can only see it if you look in the right places, but carbon mispricing could have massive implications for how risky an investment really is. Meanwhile, large language models are reading between the lines of earnings transcripts.

    Staff Writer | 23rd Feb 2024 | More
  • ASFA’s new chief: Associations vital for funds ‘drinking from a firehose of reform’

    New ASFA head Mary Delahunty says the association will collaborate with other industry bodies and leverage its large operational knowledge base to create more value for the mix of retail and industry funds and service providers that make up its membership. But how many voices does super need?

    Lachlan Maddock | 14th Feb 2024 | More
    How Aware Super is ‘reaping the rewards’ on its journey to global scale

    The $170 billion super fund wants to be a lot bigger, and its teams are trying to get ahead of infrastructural demands from within the fund to win back basis points that can be returned to members.

    Lachlan Maddock | 9th Feb 2024 | More
    Big global investors think passive die-hards could ‘learn some hard lessons’

    The ups and downs of 2023 have shifted the fortunes of active managers in the eyes of the big institutional investors that hold the keys to trillions of dollars in retirement savings. But they’re still fretting volatility and valuations.

    Lachlan Maddock | 9th Feb 2024 | More
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