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‘We haven’t been told where we’re going’: big super’s brave new world

A landmark report from J.P. Morgan paints a picture of an industry racing towards a future that it doesn’t yet understand. Our big super funds look like strangers in a strange land. “What would be helpful from a regulatory perspective, or even a government perspective, is what are we actually driving towards?” says Mine Super…

Lachlan Maddock | 16th Mar 2022 | More
Bad weather makes better investors: study

Every cloud has a silver lining. In the case of literal rain clouds, it might well be positive returns. Bad weather might lead to better returns, if the findings of a recent study of institutional investor behaviours are to be believed. Lei Zhang, associate professor at the City University of Hong Kong, studied a cross-section…

Lachlan Maddock | 11th Mar 2022 | More
  • The art of bubble spotting

    From Tulip Mania to the Tech Wreck, the history of bubbles shows that they’re harder to spot than investors might think. As Ruffer investment director Lauren French notes in the latest Ruffer Review, even the smartest can fall prey to a market bubble. Isaac Newton, one of the most brilliant mathematicians in history, still lost…

    Lachlan Maddock | 11th Mar 2022 | More
    Why investors should stop worrying (and learn to love the bomb)

    The chances of a nuclear apocalypse are allegedly higher now than during the Cold War – but from a financial perspective, investors should “largely ignore existential risk.” A note from Canada-based BCA Research warns that the world now faces a ten per cent chance of a nuclear war – but that the prospect of nuclear…

    Lachlan Maddock | 9th Mar 2022 | More
  • Crypto might never be more than a meme

    While proponents believe that cryptocurrencies will inevitably disrupt traditional finance, it’ll be harder than it seems – and less lucrative than they think. As cryptocurrencies like Bitcoin and Ethereum have shot to prominence in the last several years, it’s now being taken as a given that they will eventually disrupt traditional finance. Blockchain technology offers…

    Lachlan Maddock | 9th Mar 2022 | More
    Good and bad news in wake of Ukraine

    While neither Ukraine or Russia are particularly large trading partners for the West, the risks created by the conflict aren’t negligible – and could easily spill over to the global economy. “The potential economic risk (of the Ukraine conflict) has three primary transmission mechanisms: higher global energy prices, further supply chain disruptions and a European…

    Lachlan Maddock | 4th Mar 2022 | More
    In YFYS, one number ‘doesn’t tell the whole story’

    To fix the Your Future, Your Super (YFYS) performance test, Treasury and regulators need to reconsider their fixation on a “bright line” measure. It’s a testament to the flaws of the YFYS performance test that, several months after it was first applied to MySuper products, the super sector’s intelligentsia are still trying to fix it….

    Lachlan Maddock | 4th Mar 2022 | More
    Big super gets its Russia marching orders, but selling isn’t simple

    Plenty of big super funds have announced their intention to dump their Russian assets, and the government wants them to. But saying do svidanya is harder than they thought. From a certain angle, there’s a lot of Russia in the super system. Once ruled by unapologetic socialists, they’ve both become capitalistic in the aftermath of…

    Lachlan Maddock | 4th Mar 2022 | More
    Markets enter a new era of confusion

    BlackRock has a message for investors trying to navigate the confusion that has sundered markets in recent weeks: get used to it. Rising inflation was enough to give markets the jitters; tack on a war – and the prospect of an even bigger one, should the situation in Ukraine devolve further – and all the…

    Lachlan Maddock | 2nd Mar 2022 | More
  • Growth stocks go from overhyped to oversold

    Hyperion believes that the sell-off in growth stocks in recent months has become indiscriminate, with the market failing to differentiate between trend setters and trend followers. The last few years has seen the ascendancy of high growth tech stocks in US and global markets, to the extent that many bears now believe it’s a bubble…

    Lachlan Maddock | 2nd Mar 2022 | More
    Why quants have the edge in China A-Shares

    As China’s domestic market liberalises and regulatory upheaval eases, quant strategies stand to gain that will gain from the massive inefficiencies in its “opaque landscape.” While many bottom-up investors tout the domestic consumption story as the main reason for getting involved in China A-Shares, its huge, retail-dominated market also makes it perfect for a “nimble,…

    Lachlan Maddock | 25th Feb 2022 | More
    ‘Your opportunity set has been cut in half’: Why venture capital is booming

    As the amount of capital available to them soars and equity markets grow more volatile, companies increasingly don’t want to go public – and don’t need to. The number of publicly-listed companies on US exchanges has roughly halved from 8000 to 4000 in the last 20 years, according to Liberty Street Advisors. And while part…

    Lachlan Maddock | 25th Feb 2022 | More
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