A tale of two superannuants

Still, at least one bright spot in the outlook for retirement living standards emerged from the CMSF conference. Despite rumours of its imminent demise, Super Minister Nick Sherry assured delegates the aged pension would “be around in 100 years”. Although this statement does risk just making the short-termists feel more comfortable in their inaction on super.

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Realities behind the SaaS sell-off

The roughly US$2 trillion ($2.8 trillion) sell-off in the global software sector since September 2025 is, while a painful drawdown for growth investors, also a timely reminder that asset owners should be more alert to stock-specific dispersion and hidden concentration risk inside portfolios, writes JANA head of research execution, Matthew Gadsden.

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