“By way of contrast, a number of developed markets where funds have significant equity exposures exhibit significant current account deficits, such as in the US, and unfavourable demographics due to an aging population, such as in Japan and Europe… coupled with a large public and private sector debt overhang, may lead to a weaker economic outlook in the near term as households and governments seek to de-leverage and save more,” said Chee.
Investments
Rest Super has built its private equity program around a deliberately selective approach to manager and deal selection, favouring a concentrated roster of external partners and proactively seeking out top PE firms rather than waiting for them to come knocking. Head of private markets Marina Pasika unpacks the program’s coming of age and what powered an asset class return more than double the peer average in the last financial year.
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