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APAC Family offices lean into real estate, private debt

APAC family offices are pursuing opportunities in the emerging markets and private debt, and performed better in 2022 than their global peer group according to Campden Wealth.

Staff Writer | 13th Dec 2023 | More
Why instos should prize liquidity, not private markets

Big investors looking for diversification and new return drivers are diving deep into the private markets to find them. But liquidity is underrated, and Ninety One thinks they should be considering gold and commodities instead.

Staff Writer | 13th Dec 2023 | More
  • Local instos fret geopolitics, hunt for deals

    Super funds and other big institutions are growing concerned about geopolitical upheaval, while the popularity of private assets is making it hard to find and close transactions.

    Staff Writer | 8th Dec 2023 | More
    Out with the old, in with the new as YFYS put up for review

    Your Future, Your Super will likely be adjusted to allow funds to more easily invest in renewable energy and affordable housing. Whether they really want to is another matter entirely.

    Lachlan Maddock | 6th Dec 2023 | More
  • Future Fund focuses on liquidity, flexibility for new world

    The Future Fund made changes affecting more than $60 billion of assets last year as it repositioned for its much vaunted new investment order, but other large investors are taking a different tack.

    Lachlan Maddock | 6th Dec 2023 | More
    Why investors need to prepare for a new wave of AI companies

    Markets are looking rosy as the end of the year approaches, but the two extremes aren’t being priced in. Meanwhile, the enthusiasm for generative artificial intelligence risks obfuscating who could really win and lose from the boom.

    Staff Writer | 6th Dec 2023 | More
    The writing is on the wall for the Magnificent Seven

    By some measures market breadth has fallen to its lowest levels in more than 20 years as the “Magnificent Seven” reign supreme. Investors should position for a broadening out of equity market leadership.

    Staff Writer | 1st Dec 2023 | More
    ‘It’s all over the place’: Big challenges remain for super

    A panel of experts has pointed to energy, illiquid assets and retirement income as three areas where super funds need to lift their game, with stakeholders expecting the “huge amount of capital” now in the system to contribute to Australian society.

    Lachlan Maddock | 22nd Nov 2023 | More
    Institutional investors hobbled by data dearth: State Street

    Big institutions live and die by their data, but State Street finds that very few have a strategy for acquiring and managing it while many are lagging in their technology investment.

    Staff Writer | 17th Nov 2023 | More
  • Costello defends the Future Fund’s future (and reveals his biggest regret)

    The outgoing chair of Australia’s sovereign wealth fund has come out swinging against “self-styled experts” with “foolhardy schemes” to spend the $200 billion it manages, warning that winding up the Future Fund will leave the government – and future generations of Australians – worse off.

    Lachlan Maddock | 15th Nov 2023 | More
    To find their way through markets, investors need ‘optionality’

    For the last decade, equities (repackaged and otherwise) have reigned supreme. But in a market where everything might soon start to break, investors have to be more nimble.

    Lachlan Maddock | 15th Nov 2023 | More
    ‘We’re going nowhere, really’: Why super’s staying quiet on ESG

    The “well-intentioned and genuine” claims super funds made about their sustainable bona fides have landed them in the regulators’ crosshairs. They’re going to have to figure out how to actually follow through on them if they want to win the battle for members’ retirement savings.

    Lachlan Maddock | 10th Nov 2023 | More