Public Knowledge – making news this month…

The soon-to-merge Stevedores and Seafarers retirement funds called in Rice Warner to help them appoint an external asset consultant, following the departure of two analysts from Terry Newson’s internal investment team.

John Treloar, the most experienced senior executive in custody in Australia, will be restructured out of the National Australia Bank at the end of this year.

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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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