Don’t rely on markets to sort conflicts of interest

So while the US government asks you to trust in the dollar and god, for superannuation fund members our research    suggests you may be best trusting in representatives of your fellow fund members, and making sure that the fund you are in has people with their savings at stake on the fund board.   

 

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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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