How direct property performance stays hot on LPT heels

Taking cues from the listed market, investors could buy direct property during troughs in the performance of listed property, and sell direct assets during its peaks in an arbitrage strategy, Crowe wrote.

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‘Bang, fizzle, pop’: AustralianSuper CIO laments late tilt to AI

The outgoing chief investment officer of AustralianSuper Mark Delaney said one of the biggest regrets he will have as he leaves the $410 billion fund is not going overweight on the AI and digital thematic in public markets sooner, as the nation’s most powerful allocator reflects on the investment case of the technology sector in the superannuation summit in New York last week.

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