Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

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
  • WTW wins NZSuper review race (again)

    WTW has won the job of carrying out a statutory probe into the policies and operational and investment processes of New Zealand’s sovereign wealth fund for an unprecedented repeat performance.

    David Chaplin | 7th Feb 2024 | More
    Why nation-building still languishes in ‘the landscape of rhetoric’ (and how to get it out)

    Big super funds still aren’t really involved in the large nation-building projects that could make Australia a renewables powerhouse. Getting them to “cross the Rubicon” will take initiative from infrastructure managers and leadership from Australia’s sovereign wealth fund.

    Lachlan Maddock | 2nd Feb 2024 | More
    David Murray wades into Future Fund debate

    The first chair of the Future Fund has rubbished “populist pleas” to use the money in Australia’s sovereign wealth fund for pet causes, saying that they are “infused with an unrealistic optimism of the likelihood of success”.

    Lachlan Maddock | 31st Jan 2024 | More
    1 2 3 73