Funds urged to change bond benchmark

“I’m not sure exactly where the demand will come from for inflation-linked securities,” he said.

However the head of PIMCO Australia, John Wilson, predicted there would “always be a buyer” for Treasury-issued linkers as investors adopted a more risk-averse mindset.  

 

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New Future Fund CIO eyes shifting dynamics in emerging markets

The Future Fund delivered a 14.8 per cent one-year return to June 30, 2026, attributing the return to a combination of exposure to commodities, geographic diversification, an increased focus on active management and low exposure to bonds. Newly minted chief investment officer Richard Brandweiner also highlighted strong performance in emerging markets.  

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